Quest Wealth Solutions is a registered investment advisor founded in January 2000 and registered in April 2026, operating out of Mansfield, Ohio. The firm is owned and led by Chanley M. Christman and Tony R. Newman. Quest Wealth Solutions provides customized wealth management services that combine continuous personal contact, discretionary investment management, and comprehensive financial planning. When building investment portfolios, Quest Wealth Solutions primarily uses low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks and bonds when appropriate. The firm tailors strategies to each client's specific goals, risk tolerance, and time horizon, while also allowing clients to place reasonable restrictions on their holdings. In addition to direct portfolio management, Quest Wealth Solutions may recommend unaffiliated independent managers for portions of a client's portfolio, maintaining ongoing oversight of those managers. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses without imposing a strict minimum account size. Quest Wealth Solutions acts as a fiduciary, legally committing to put clients' interests first.
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.