{
  "crd_number": 341599,
  "slug": "quest-wealth-solutions-inc-mansfield-oh-341599",
  "primary_business_name": "QUEST WEALTH SOLUTIONS, INC.",
  "legal_name": "QUEST WEALTH SOLUTIONS, INC.",
  "dbas": [],
  "city": "Mansfield",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "31900",
  "metro": {
    "cbsa_code": "31900",
    "common_name": "Mansfield",
    "msa_name": "Mansfield, OH",
    "path": "/advisors/oh/mansfield"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-28",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 214553000.0,
  "raum_discretionary": 214553000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 543000.0,
      "count": 2
    },
    "individuals": {
      "raum": 89000000.0,
      "count": 303
    },
    "high_net_worth_individuals": {
      "raum": 125000000.0,
      "count": 55
    },
    "corporations_other_businesses": {
      "raum": 10000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH",
    "TX"
  ],
  "websites": [
    "https://questwealthsolutions.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341599",
  "city_as_filed": "MANSFIELD",
  "url": "https://advisorcensus.com/firm/quest-wealth-solutions-inc-mansfield-oh-341599",
  "display_name": "Quest Wealth Solutions, Inc.",
  "summary": "Quest Wealth Solutions, Inc. is an SEC-registered investment advisory firm in Mansfield, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Quest Wealth Solutions, Inc. (CRD 341599): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Quest Wealth Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quest Wealth Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Quest Wealth Solutions, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 24, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Quest Wealth Solutions, Inc. located?",
      "a": "Quest Wealth Solutions, Inc.'s principal office is in Mansfield, OH, according to its Form ADV."
    },
    {
      "q": "Is Quest Wealth Solutions, Inc. registered with the SEC or a state?",
      "a": "Quest Wealth Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341599."
    },
    {
      "q": "How much does Quest Wealth Solutions, Inc. manage?",
      "a": "Quest Wealth Solutions, Inc. reports $214,553,000 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Quest Wealth Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (303); high net worth individuals (55); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Quest Wealth Solutions, Inc. use?",
      "a": "Quest Wealth Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quest Wealth Solutions, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341599"
    },
    {
      "q": "Does Quest Wealth Solutions, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 24, 2026 says: \"Quest Wealth generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Quest Wealth Solutions, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $0 to $214,553,000."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $214,553,000."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.50% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Quest Wealth generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees range from 0.50% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Quest Wealth generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quest-wealth-solutions-inc-mansfield-oh-341599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 303,
      "fewer_than_5": false,
      "raum": 89000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 125000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 543000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 10000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}