Top financial advisors in Fuquayvarina, NC
We’ve curated a list of the best financial advisors in Fuquayvarina, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$120,789,337
Number of advisors
6 advisors
| $120,789,337 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fuquayvarina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fuquayvarina. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$120,789,337 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fuquayvarina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fuquayvarina. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.