Kenneth Stephenson
Kenneth Stephenson is a ChFC-designated registered investment advisor at Quest 10 Wealth Builders, INC., based in Fuquay-Varina, NC, with 18 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 428 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.30% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
7629 Purfoy Road, Suite 105, Fuquay-Varina, NC, 27526
Get directionsHistory
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 ActivitiesSells Insurance
Kenneth is the president and owner of Complete Financial Solutions, an insurance agency offering annuities, life insurance, Medicare supplements, and health insurance, dedicating about 10-20% of his time. He also owns Willow Springs Turf, LLC, a sod farm, spending about 10-20% of his time overseeing operations, mostly on weekends and after normal business hours.
Employment History
Current Registrations
Quest 10 Wealth Builders, INC.
Previous Registrations
Global Financial Private Capital, LLC
Q3 Asset Management Corporation
Horter Investment Management, LLC
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.