Tony Newman is a CFP-designated registered investment advisor at Quest Wealth Solutions, INC., based in Mansfield, OH, with 23 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 361 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range from 0.50% to 1.00% annually based on factors such as scope, complexity, and asset level. Pure money market accounts are charged a fixed fee of 0.10%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
720 Lexington Avenue, Mansfield, OH, 44907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tony is an officer (Vice President) and owner of Quest Wealth Solutions, where he works as a financial advisor. He spends minimal time on this activity.
Employment History
Current Registrations
Quest Wealth Solutions, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Jbs Liberty Securities, INC.Broker
Wachovia Securities, LLCBroker
TD Waterhouse Investor Services, INC.Broker
Long Grove Trading CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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