Tony Newman
Quest Wealth Solutions · Mansfield, Ohio
Tony Newman is a fee-only financial advisor at Quest Wealth Solutions in Mansfield, Ohio, who holds the CFP credential. Tony focuses on retirement planning, estate & legacy planning and small business owners. Quest Wealth Solutions reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Physicians
- Founders
Facts
| Firm | Quest Wealth Solutions |
|---|---|
| Based in | Mansfield, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $214.6M across 929 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2888727 |
| Exams passed | Series 63 (1998) · Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.questwealthsolutions.com |
| Profile |
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Questions about Tony
Is Tony Newman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tony holds no broker registration, and Quest Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tony charge for financial advice?
Tony's firm, Quest Wealth Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Tony Newman based?
Tony Newman is based in Mansfield, Ohio.
What does Tony specialize in?
Tony's specialties include retirement planning, estate & legacy planning, small business owners and physicians & residents. Tony works with retirees, physicians and founders.
What credentials does Tony Newman hold?
Tony Newman holds the CFP credential.
Is Tony Newman registered with the SEC?
Yes. Tony Newman is registered as an investment adviser representative in OH and TX (CRD 2888727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quest Wealth Solutions manage?
Quest Wealth Solutions reports $214.6M across 929 accounts in assets under management.
How do I contact Tony Newman?
Through Tony's website, www.questwealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Quest Wealth Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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