Wealthquest
Wealthquest is a fee-only registered investment adviser providing integrated investment management, tax preparation, estate planning, and financial planning for high-net-worth individuals, families, business owners, corporate executives, and retirees, with specialty practices for P&G and GE employees.
- Company typePrivate
- Founded2006
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Wealthquest does
Wealthquest is a fee-only registered investment adviser founded in 2006 and headquartered in Cincinnati, Ohio, delivering investment management, tax preparation, estate planning, and financial planning through a single integrated team under one bundled fee. The firm targets high-net-worth individuals, families, business owners, corporate executives, and retirees across the United States, and maintains dedicated specialty practices for Procter & Gamble and General Electric employees and retirees. Service is delivered from a Cincinnati headquarters and a Chicago-area office in Oak Brook, Illinois, with a stated reach across 40+ states and an in-house tax team preparing more than 1,000 returns annually.
The firm's technology backbone centers on Checkpoint, a cloud-based client portal that provides real-time financial plan tracking, external account linking, spending tracking, and a document vault, paired with a centralized data collection system that streamlines tax preparation across the integrated service model. Revenue is generated primarily through recurring AUM-based advisory fees on a three-tier structure (Ascend, Expeditions, Summit), supplemented by estate planning fee reimbursements ($750–$5,000 depending on AUM) and tax credit reimbursements for clients who use outside accountants ($300 for Ascend/Expeditions, $500 for Summit).
Wealthquest is privately held with no disclosed institutional or private equity ownership; control remains concentrated among founders Wade K. Daniel (CEO) and James Lenhoff (Founder, Board Member), joined by Stephen P. King, CFP® as a founding owner and principal. The firm holds SEC registered investment adviser status and has accumulated third-party recognition including CNBC FA100 (2025), Financial Times Top 300 RIA (2020), RIA Channel Top 100 Wealth Manager (2019), Investment News Fastest Growing RIA in Ohio (2019), and Best Places to Work honors from Cincinnati Business Courier (2019) and Investment News (2023).
Wealthquest firmographics
Firmographics- Name
- Wealthquest
- Legal name
- Wealthquest Corporation
- Website
- https://wqcorp.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wealthquest is a fee-only registered investment adviser providing integrated investment management, tax preparation, estate planning, and financial planning for high-net-worth individuals, families, business owners, corporate executives, and retirees, with specialty practices for P&G and GE employees.
- Ownership category
- akta.pro rank
Wealthquest industry classification
Industry- Product category
- Wealth Management
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Wealthquest is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wealthquest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- AUM-Based Advisory Fees: Wealthquest operates as a fee-only RIA generating revenue through assets under management (AUM) advisory fees. The firm offers a bundled service model where clients receive investment management, financial planning, tax preparation, and estate planning services for one simple fee.
- Tax Credit Reimbursement: For clients using outside accountants, Wealthquest provides tax credit reimbursements: $300 for Ascend and Expeditions tiers, $500 for Summit tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Ascend and Expeditions tiers receive $300 tax credit reimbursement |
| Subscription | Annual | Summit tier receives $500 tax credit reimbursement |
| Subscription | Annual | Estate planning fee reimbursement: $750-$5,000 |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Wealthquest product offering
Product offeringCore offering
Wealthquest is a fee-only SEC-registered investment adviser that delivers coordinated wealth management under one team and one simple fee. Its four integrated service lines are investment management, tax planning and preparation, estate planning, and financial planning, supported by a cloud-based Checkpoint client portal that provides real-time access to financial plans, linked outside accounts, spending tracking, and document storage.
Product overview
Wealthquest offers a coordinated wealth management platform providing four integrated core services: Investment Management, Tax Planning, Estate Planning, and Financial Planning. All services are delivered by one team of professionals under one roof for one simple fee. The offering is built around the principle that these four disciplines should work collaboratively rather than in silos. Clients access their financial data through a personal financial website called 'Checkpoint' for real-time tracking, account linking, and document storage. The firm prepares over 1,000 tax returns annually and serves clients across 40+ states.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional investment management services designed to deliver consistent results to meet clients' financial goals, coordinated with tax, estate, and financial planning under one team. Targeted at individuals, families, business owners, corporate executives, and retirees.
- Tax Planning and Preparation Year-round proactive tax planning and in-house tax preparation services including Federal, State, and Local income tax returns. The in-house tax team prepares over 1,000 returns annually for clients across 40+ states. Targeted at individuals, families, and business owners.
- Estate Planning Estate plan design coordination including trust-based planning, will-based planning, healthcare power of attorney, and wealth transfer strategies for tax reduction and charitable planning. Wealthquest covers the cost of estate planning legal documentation, with reimbursement between $750 and $5,000 depending on total assets under management.
- Financial Planning Comprehensive financial planning services including cash flow management, retirement planning, education planning, risk management, and charitable strategies, delivered via a real-time cloud-based financial plan platform. Targeted at individuals, families, business owners, corporate executives, and retirees.
- Checkpoint Client Portal A personal financial website that allows Wealthquest clients to track their financial plan in real-time, link outside investment accounts, track spending, and access important financial planning documents via an online vault.
Companies that use Wealthquest
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles3 records
Wealthquest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Wealthquest partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Wealthquest competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: National fee-based RIA offering integrated wealth advisory, tax planning, estate planning, and financial planning services. Directly comparable to Wealthquest in offering an integrated single-fee model to HNW individuals, families, and business owners, though at substantially larger scale.
- Creative Planning: Large fee-only RIA providing unified investment management, tax, estate, and financial planning for HNW clients nationwide. Closely mirrors Wealthquest's one-team/one-fee integrated model and serves overlapping client segments including business owners and corporate executives.
- Savant Wealth Management: Mid-sized fee-only RIA offering coordinated investment, tax, financial planning, and estate services to HNW individuals and families. Comparable to Wealthquest in scale, integrated service model, and fee structure; both rank in industry Top-300 RIA tiers.
- Buckingham Strategic Wealth: Fee-only RIA providing coordinated wealth management including investment management, financial planning, and tax planning for HNW clients. Similar integrated service delivery and fiduciary-only positioning to Wealthquest.
- Moneta Group: Fee-only RIA offering investment management, financial planning, tax, and estate services under a coordinated team model. Comparable to Wealthquest in integrated offering, fee-only model, and HNW family/business owner client focus.
- Mercer Advisors: National fee-only RIA delivering integrated wealth management including investments, tax, estate, and financial planning to HNW households. Directly comparable to Wealthquest's bundled-service value proposition, though at significantly larger scale.
- Carson Group: RIA and coaching platform serving financial advisors and their clients with integrated wealth, tax, and estate planning services. Comparable to Wealthquest in offering coordinated services through advisor partnerships, and competes in similar HNW segment.
Broad incumbents
- Edelman Financial Engines: Large national RIA combining independent advisor services with workplace retirement plan advice. Comparable to Wealthquest in serving corporate employees (including P&G/GE-style employer relationships), though Edelman Financial Engines operates at substantially larger scale and broader market scope.
- Focus Financial Partners: RIA aggregator and partnership firm providing centralized services to a network of independent wealth management firms. Comparable to Wealthquest at the business-model level (fee-based integrated RIA serving HNW), but operates as a parent platform rather than a single integrated advisory firm.
Regional players
- Plante Moran Financial Advisors: Midwest-based wealth management firm affiliated with Plante Moran CPA, providing integrated investment, tax, financial, and estate planning. Comparable to Wealthquest in Midwest geographic base, integrated CPA-RIA model, and HNW family/business owner client focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Wealthquest social profiles
Digital presenceWealthquest compliance and trust
Trust signalCompliance1 record
Wealthquest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealthquest leadership team
Management profileNumber of profiles
Profiles8 records
Wealthquest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealthquest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealthquest
What does Wealthquest do?
Wealthquest is a fee-only SEC-registered investment adviser that delivers coordinated wealth management under one team and one simple fee. Its four integrated service lines are investment management, tax planning and preparation, estate planning, and financial planning, supported by a cloud-based Checkpoint client portal that provides real-time access to financial plans, linked outside accounts, spending tracking, and document storage.
Is Wealthquest a public or private company?
Wealthquest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealthquest founded?
Wealthquest was founded in 2006. It employs 11 to 50 people.
Where is Wealthquest based?
Wealthquest is headquartered in Cincinnati, United States, in the North America region.
How does Wealthquest make money?
Two revenue lines are on record. AUM-Based Advisory Fees are the primary driver. The others are tax Credit Reimbursement.
Who are Wealthquest's main competitors?
Direct peers on record are Mariner Wealth Advisors, Creative Planning, Savant Wealth Management, Buckingham Strategic Wealth, Moneta Group, Mercer Advisors and Carson Group. Broad incumbents are Edelman Financial Engines and Focus Financial Partners. Plante Moran Financial Advisors is listed as a regional player.
Does Wealthquest have an API?
No public API is recorded for Wealthquest.
What industry is Wealthquest in?
Wealthquest's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its SIC code is 6282.