WealthQuest, LTD is a registered investment advisory firm specializing in personalized financial planning services. The firm is managed as a fee-only practice, meaning it does not sell commissioned products. WealthQuest creates asset allocation plans using no-load mutual funds and retirement/IRA allocation plans based on client needs. WealthQuest primarily serves clients of the related certified public accounting firm, Parks & Company.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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