Quest 10 Wealth Builders, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quest 10 Wealth Builders, Inc. serves individual and high‑net‑worth clients, as well as corporations and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, retirement plan consulting, and community educational workshops.
Q10WB typically obtains discretionary authority and uses a client suitability form to tailor portfolios, applying charting, fundamental and technical analysis across long- and short‑term strategies (including short sales). The firm may select third‑party money managers, participates in a wrap fee program offered through AE Wealth Management, and conducts at least monthly account reviews.
The firm’s operating footprint — six offices with three advisors and roughly $238 million in assets under management — is atypical for peers of its size. It is affiliated with a state‑licensed insurance agency (Complete Financial Solutions), employs representatives who are licensed insurance agents (with disclosed conflicts and mitigation steps), offers low‑cost community seminars (capped at $29 per family), participates in AE Wealth/Advisors Excel programs that provide marketing and travel benefits, and has added specific Bitcoin ETF risk disclosures to its brochure.
Client services
Expertise
Fee options
Financial planning fixed fees starting at $1,500 depending on complexity
$25,000 - $250,000: 1.65% $250,000 - $750,000: 1.50% $750,000 - $1,000,000: 1.30% $1,000,000+: Negotiable
Financial planning and consulting fees at $350 per hour
Account minimum: $25,000 Minimum fee: Financial planning fixed fee minimum of $1,500; hourly fees of $350 per hour Fee-only: Fee-only advisory services; no commissions accepted on securities sales
Main office
7629 Purfoy Road, Suite 105
Fuquay Varina NC 27526
Advisors at this office
3
Most active in
North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Complete Financial Solutions · Complete Financial Solutions, Inc. · Kds Investment Management, Inc. · Quest 10 Wealth Builders, Inc.
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.
Quick links
Advisors at this firm
Valerie S
CFP®, Series 63, Series 65
Fuquay-Varina, NC
Quest 10 Wealth Builders, Inc.
Valerie Seymour is a Certified Financial Planner® with 11 years of industry experience. She is currently affiliated with Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc., where she has worked since 2012. Prior to that, she was with Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds licenses as a Series 63 and Series 65 representative and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including technical and fundamental analysis, and offers community educational workshops through its six offices.
Andrew D
Series 66
Fuquay-Varina, NC
Quest 10 Wealth Builders, Inc.
Andrew Davenport is a financial advisor at Quest 10 Wealth Builders, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and AXA Advisors. Davenport also works as an insurance broker for Guardian Life in Raleigh, North Carolina, specializing in individual life and disability insurance policies. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical strategies, utilizes third-party money managers, and conducts regular account reviews while maintaining a presence across six offices with approximately $238 million in assets under management.
Kenneth S
ChFC®, Series 63
Fuquay-Varina, NC
Quest 10 Wealth Builders, Inc.
Kenneth Stephenson is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Quest 10 Wealth Builders, Inc. and has previously worked at Global Financial Private Capital and Q3 Asset Management Corp. In addition to his advisory role, he owns and operates Willow Springs Turf, LLC, a sod farming business. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a range of investment strategies and conducting regular account reviews.
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