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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Fuquayvarina, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational 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.
Get matched with an advisorMethodology
To find the top financial advisors in Fuquayvarina, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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