Quest 10 Wealth Builders, Inc.

Quest 10 Wealth Builders, Inc. is an SEC-registered investment adviser established in July 2010 by Kenneth D. Stephenson and Sandra V. Stephenson. The firm offers investment supervisory services tailored to individual client goals, asset allocation, and risk tolerance. Clients may grant discretionary authority for securities selection and transactions. Q10WB may recommend third-party money managers or co-advisers based on client needs. The firm also provides financial planning services, including retirement plan consulting, with fees based on assets under management. Clients are responsible for third-party fees, and Q10WB does not accept commissions for securities sales. The firm's investment strategies include charting, fundamental, and technical analysis, with risks outlined for specific securities utilized. Q10WB's brokerage practices prioritize best execution, and custodians are selected based on low transaction fees. The firm does not accept performance-based fees or provide economic benefits for client referrals. Q10WB does not take custody of client assets, except for limited authority for third-party transfers. The firm does not have financial conditions impairing contractual commitments and has not filed for bankruptcy in the last ten years. Clients receive regular account reports and have the option for periodic reviews triggered by significant events.