GuidedQuest, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring and referral services. The firm prepares written comprehensive plans and refers clients to third‑party portfolio managers for discretionary asset management rather than managing individual portfolios in‑house.
GuidedQuest’s process centers on collecting detailed personal and financial information, documenting client objectives in an investment policy or risk tolerance statement, and coordinating with third‑party advisors that implement investment strategies and execute trades. The firm does not take custody or discretionary trading authority over client accounts and conducts periodic client reviews while sharing compensation with the third‑party managers it recommends.
What is distinctive about GuidedQuest is its operating model and affiliations: it does not use a percentage‑of‑assets fee model and reports no assets under management, relying instead on fixed and hourly planning engagements and fee‑sharing arrangements with TPAs. The firm’s owner also operates an affiliated insurance agency and is licensed to sell insurance products—devoting a significant portion of professional time to that business and earning commissions—which the brochure discloses as a potential conflict of interest.
Client services
Expertise
Demographic focus
Fee options
Comprehensive Financial Planning fixed fees ranging from $500 to $4,000
Not applicable to GuidedQuest directly; fees charged by TPAs vary and are disclosed in TPA agreements
Insurance products commissions paid to advisory persons separately from advisory fees
Hourly Financial Consultation at $250 per hour
Account minimum: $250,000 Fee-only: Comprehensive Financial Planning fixed fee $500 to $4,000 based on complexity; Hourly Financial Consultation at $250 per hour
Main office
Stafford VA
Advisors at this office
2
Most active in
Florida · South Carolina · Texas · Virginia
Also doing business as
Guidedquest, LLC · Holistic Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nora H
Series 63, Series 65
Stafford, VA
GuidedQuest, LLC
Nora Hartquist is a financial advisor with GuidedQuest, LLC, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. She has been with GuidedQuest since 2016 and is also the owner and managing member of 50 Plus Digital, LLC. Additionally, she manages Hartquist & Noblet, LLC, an insurance agency involved in estate planning. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring, referring clients to third-party portfolio managers for discretionary asset management rather than managing portfolios directly. The firm operates on a fixed and hourly fee model and does not take custody of client assets, conducting periodic reviews while sharing compensation with recommended third-party advisors.
Patti L
Series 65
Stafford, VA
GuidedQuest, LLC
Patti Lerch is a financial advisor with GuidedQuest, LLC, holding a Series 65 designation and bringing 13 years of industry experience. She has worked with GuidedQuest since 2016 and with Harquist & Noblet since 2013. Outside of financial advising, she works as a paraprofessional supporting children with special needs in the Stafford County Public Schools system. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring and referral services. The firm focuses on detailed client information gathering, coordinating with third-party advisors for portfolio management, and operates on a fixed and hourly fee basis rather than a percentage-of-assets model.
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