MF
CFP

Marc Edward Fauler

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
Loading...

Advisor Information

Office location

Golden, CO

Get directions
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.
Employment Separation After Allegations
March 2020
Employment History
Current Registrations
Q3 Advisors, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Global Wealth Management Investment Advisory, INC.
August 2022 - August 2024 · 2 yrs
Camarda Wealth Advisory Group
May 2021 - May 2022 · 1 yr
Fidelity Personal and Workplace Advisors
July 2018 - March 2020 · 1 yr 8 mos
Strategic Advisers LLC
August 2010 - July 2018 · 7 yrs 11 mos
Strategic Advisers, INC.
March 2006 - June 2010 · 4 yrs 3 mos
Fidelity Brokerage Services LLCBroker
April 2001 - March 2020 · 18 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Marc Edward Fauler - Financial Advisor | AdvisorDiscover