A complete list of active advisors currently associated with GuidedQuest, LLC

Warmer can help you find a great advisor at GuidedQuest, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at GuidedQuest, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.