Wealth Quest, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthQuest, LTD provides fee-only financial planning to individual and business clients, with many clients originating from an affiliated certified public accounting practice. Services concentrate on personalized retirement and investment planning — including 401(k), 403(b), IRA work and asset-allocation plans using no-load mutual funds — rather than selling commission-based products.
The firm delivers advice on an hourly, planning-focused basis and does not act as a discretionary portfolio manager or execute trades for clients. Recommendations are shaped around each client’s risk tolerance and objectives, and the firm assists with opening or rolling over brokerage and mutual fund accounts while clients maintain custody and place transactions through their chosen brokers.
What distinguishes WealthQuest from many independent advisors is its close affiliation with an accounting firm and the principal’s dual role as a CPA and CFP with active tax-practice responsibilities, which integrates tax considerations into financial planning. The firm also departs from common AUM-based models: it does not use percentage-of-assets fees, does not custody client funds, and does not provide routine periodic account reviews as a standard service.
Client services
Expertise
Fee options
Between $100.00 to $150.00 per hour
Fee-only: Hourly rate between $100.00 to $150.00 per hour
Main office
815 E Arch Street
Palmyra PA 17078
Advisors at this office
1
Most active in
Pennsylvania
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)