Quest Wealth Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$214,000,000
Clients
358
Advisors
2
of 4 employees
About
The firm provides discretionary wealth management and comprehensive financial planning to a mix of clients, including individuals, high‑net‑worth households, trusts, estates, charitable organizations and businesses. It acts as a fiduciary for retirement accounts when advising on distributions or rollovers and may implement portfolios directly or by recommending unaffiliated independent managers.
The investment approach is primarily long‑term, with portfolios constructed around low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds and cash positions as appropriate. Research combines fundamental and technical analysis, and accounts are monitored continuously with formal reviews at least annually; the firm retains discretion to rebalance or trade to meet client objectives and tax or cash‑flow needs.
Noteworthy aspects include a relatively large discretionary asset base managed by a very small advisory team—over $214 million in AUM across roughly 358 client relationships—resulting in an unusually high AUM‑per‑advisor profile. The firm recently converted to SEC registration after operating within a broker‑dealer environment, maintains an institutional platform relationship that provides operational and research support, and discloses limited outside activities (a small real‑estate holding entity and a board role) that it says do not offer investment opportunities to clients.
Client services
Expertise
Fee options
$0+: 0.50% to 1.00% annually based on factors such as scope, complexity, and asset level N/A - N/A: 0.10% annually fixed fee for pure money market accounts
Main office
720 Lexington Avenue
Mansfield OH 44907
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Quest Wealth Solutions · Quest Wealth Solutions, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Chanley C
CFP®, Series 63
Mansfield, OH
Quest Wealth Solutions, Inc.
Chanley Christman is a CFP® with 30 years of industry experience. He has worked at Raymond James Financial Services from 1996 to 2026 before joining Quest Wealth Solutions, Inc. in 2026. Christman also has a non-investment-related role at Quest Wealth Solutions, which he started in 2012, involving limited weekly hours. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, while maintaining active monitoring and rebalancing of client portfolios.
Tony N
CFP®, Series 63, Series 66
Mansfield, OH
Quest Wealth Solutions, Inc.
Tony Newman is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Quest Wealth Solutions, Inc., where he has worked since 2026. Prior to this, he spent 12 years at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he serves as an officer and vice president of Quest Wealth Solutions, a support company. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost, diversified mutual funds and ETFs alongside individual stocks and bonds, with continuous account monitoring and discretionary rebalancing to meet client objectives.
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