CW
CFP

Craig Gordon Wear

23 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$5,500 - $15,000
Hourly Rate:Up to $300/hr

Q3 Advisors charges fixed fees for Rothology ($9,300) and Rothology Legacy ($6,900). Comprehensive financial planning ranges from $5,500 to $15,000 per year. A la carte planning includes a $1,000 setup fee (potentially waived) plus $2,000 per module, or $1,500 for each additional module purchased at the same time. Prepayment of fees is required, but no more than $1,200 for services rendered six months or more in advance. Clients may pay via Apple Pay, credit card (with a 3% processing fee), or ACH transfer.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

Golden, CO

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Settled
Other Business Activities

Craig is the managing member of Angel's Lookout Vacations LLC, a rental property management company, since June 2015. He spends minimal time managing rental properties.

Employment History
Current Registrations
Q3 Advisors, LLC
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Eagle Mountain Advisors, LLC
March 2014 - December 2017 · 3 yrs 9 mos
Game Plan Advisors, INC.
August 2003 - March 2017 · 13 yrs 7 mos
Smh Capital Advisors, INC.
October 2002 - July 2003 · 9 mos
State Registrations9 states
AZCACOFLILMNTXVAWA
Advisor
Exams
No exam information available for this advisor.
Craig Gordon Wear - Financial Advisor | AdvisorDiscover