Wealthquest Corporation

Overview

Wealthquest Corporation is an independent, SEC-registered registered investment adviser that has operated since 2006 and is privately owned. The firm serves both individual and family clients as well as institutional clients. Its advisory services center on financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Wealthquest charges fees based on a percentage of assets under management and also offers fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. The business model emphasizes traditional wealth management and institutional consulting rather than bespoke allocation to third-party managers. That said, Wealthquest does use a mix of pooled products and external investments (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices