Quest 10 Wealth Builders, Inc.
SEC RegisteredYou deserve a secure, independent retirement.
About the firm
Complete Financial Solutions, Inc. helps guide clients on a path toward financial security and independence. The firm is committed to building a customized plan of action and making ongoing modifications as life and economic conditions change. Quest 10 Wealth Builders, Inc. is the investment arm of the company and is a Registered Investment Advisor of the state of North Carolina.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers retirement planning, financial services, Medicare guidance, wealth management, and education through financial classes, webinars, and client events. It follows a four-step process: Discover, Analyze, Implement, and Evolve, culminating in a personalized Simple ONE Blueprint.
Who they serve
Individuals planning for or pursuing retirement, including high net worth clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 392 | $71M |
| High Net Worth Individuals | 111 | $167M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $25,000 - $250,000 | 1.65% |
| $250,000 - $750,000 | 1.50% |
| $750,000 - $1,000,000 | 1.30% |
| Above $1,000,000 | — |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quest 10 Wealth Builders, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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