Quest 10 Wealth Builders, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly fee for these services is $350 per hour.”

Flat or project fee

$1,500

“The cost of attending educational seminars via local community colleges and universities varies at our discretion and based on expenses but will not exceed $29 per family. 5 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Quest 10 Wealth Builders, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid m o n t h l y o r quarterly in arrears based on the average daily balance of the client’s account during the quarter being billed, and clients may terminate their contracts with thirty days’ written notice.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
• “Fees are paid in arrears upon completion.”

How Quest 10 Wealth Builders, Inc.’s fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Quest 10 Wealth Builders, Inc.

• Firm size: 8 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.65% a year

Clients

503

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$237,739,145

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154092

Website

completefinancialsolutions.org (opens in new tab)

Phone

(919) 552-4286

Can advise clients in 5 states: North Carolina, Pennsylvania, South Carolina, Texas, Virginia

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

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