Wealthquest Corporation
Cincinnati, OH·SEC-registered · CRD #141473
Wealthquest Corporation is an SEC-registered investment advisory firm in Cincinnati, OH managing $2.2B across 5.2k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
5.2k
Advisory staff
16
Fee model
Fee-based
How Wealthquest Corporation is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealthquest Corporation
How much does Wealthquest Corporation manage?
Per its most recent SEC Form ADV filing (03/09/2026), Wealthquest Corporation reports $2.2B in regulatory assets under management across roughly 5.2k client accounts.
How does Wealthquest Corporation charge?
Wealthquest Corporation is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealthquest Corporation a fiduciary?
Yes. Wealthquest Corporation is registered with the U.S. Securities and Exchange Commission (CRD #141473), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealthquest Corporation taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealthquest Corporation and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wealthquest Corporation's public SEC Form ADV filing (CRD #141473, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealthquest Corporation. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealthquest Corporation? Claim this profile.