SM
CFP

Sean R Meyeres

18 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

6511 E Villa Maria Dr, Phoenix, AZ, 85054

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Q3 Advisors, LLC
July 2025 - Present · 6 mos
Previous Registrations
Illumination Wealth Management
March 2024 - August 2025 · 1 yr 5 mos
Mariner Wealth Advisors
April 2023 - January 2024 · 9 mos
Q3 Advisors, LLC
October 2021 - February 2023 · 1 yr 4 mos
Dew Wealth Management
February 2021 - August 2021 · 6 mos
Charles Schwab & Co., INC. Broker
September 2017 - December 2019 · 2 yrs 3 mos
Charles Schwab & Co., INC.
September 2017 - December 2019 · 2 yrs 3 mos
USAA Financial Advisors, INC.Broker
May 2006 - August 2017 · 11 yrs 3 mos
USAA Financial Planning Services
February 2006 - August 2017 · 11 yrs 6 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.