Wealthquest Corporation fees and pricing

Financial planner in Cincinnati, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Wealthquest Corporation charges a quarterly fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $1,500/qtr; “There is no minimum required assets under management, however assets less than $500,000 are subject to a minimum quarterly fee of $1,500.00.”

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

“Clients may choose to remit payment for fixed fees through one of the following methods: quarterly deductions from their account, monthly quarterly or annually via bank ACH or credit card, or annual check.”
“In addition to the advisory fees assessed, new Ascend clients will pay an initial setup fee of $2,000 remitted via ACH or check.”
“In the limited event that WQC bills the client directly, payment is due upon receipt of WQC’s invoice.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $1,500 minimum fee (stated in brochure)
Clients: 1,583
Employees: 42
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed: $2,223,229,116
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 141473
Website: wqcorp.com (opens in new tab)
Phone: (513) 530-9700

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.