Adam Day, CFP®, RICP® Wealthquest Corp.

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About Adam Day, CFP®, RICP®

Over the course of over a decade in financial services, I’ve worked with an international bank, regional bank and one of the best insurance companies in the business.

As a financial planner, I’ve always diligently put my clients’ interests ahead of profitability. But over my career, I’ve worked for banks and insurance companies who viewed shareholders as more important than clients.

Fortunately, that’s not the case at Wealthquest. We have designed a new approach to wealth management – opposite of how most of the industry operates. In our firm, your investment management, tax preparation and estate planning services are offered all under one roof for one simple fee.

Our mission is simple. Help you focus on what matters most in your life by taking care of the details of your financial plan for you. Not only do we offer convenience by delivering multiple services in one place, but we find it brings efficiency too (this sentence is not needed but I put it here in case you wanted more meat).

Whether you’re just starting to save money or making strategic decisions about your legacy, we’d love to be your guide.

Invest in your life. We’ll do the rest.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Annual Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Flat Fee: $2000+ / Engagement
  • Monthly Fee: $150+/Month
  • Annual Fee: $1800+/Year
  • AUM: 0.8%+

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records:

States Registered

  • Ohio