DD
CFP

Derrick Allan Dehays

24 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
July 2003
Denied
Other Business Activities

Derrick is a charter boat captain since 2022, dedicating a few hours per week to this activity. He also owns Adair Rental Property since 2014, spending minimal time on it.

Employment History
Current Registrations
Q3 Advisors, LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - December 2022 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2021 - December 2022 · 1 yr 11 mos
Huntington Financial Advisors
June 2017 - October 2020 · 3 yrs 4 mos
The Huntington Investment Company Broker
May 2017 - October 2020 · 3 yrs 5 mos
Modern Advisory Planning
September 2016 - April 2017 · 7 mos
Synovus Securities, INC.
June 2012 - July 2016 · 4 yrs 1 mo
Synovus Securities, INC. Broker
May 2012 - July 2016 · 4 yrs 2 mos
Suntrust Investment Services, INC.
March 2008 - May 2012 · 4 yrs 2 mos
Suntrust Investment Services, INC.Broker
March 2008 - May 2012 · 4 yrs 2 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2008 · 3 yrs 5 mos
Banc of America Investment Services, INC.
October 2004 - March 2008 · 3 yrs 5 mos
Quick & Reilly, INC.
February 2004 - October 2004 · 8 mos
Quick & Reilly, INC.Broker
February 2004 - October 2004 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 1999 - February 2004 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 1999 - February 2004 · 4 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.