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questmont virtual family office, llc

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questmont virtual family office, llctampa, FL

Additional Information

Questmont is a virtual family office providing personalized wealth management and financial planning services. They specialize in serving wealthy business owners and high net worth individuals with comprehensive financial strategies, legacy planning, and business exit planning.

Registered investment advisorCFA

Specializes in

Business ownersHigh net worth individualsComplex financial needsGenerational financial stabilityLegacy planningBusiness liquidity and exit planning

Services

Virtual family office servicesWealth managementFinancial planningLiquidity planningExit strategiesBusiness exit planningPre-sale planningTax strategiesCapital gains strategiesEstate planning+2 more

Serving Tampa

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 813-212-1701

Website: https://www.questmont.com

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Frequently Asked Questions

How much does a financial advisor cost in tampa?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.