BD
CFP

Brandon Deckard

10 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

Lakewood, CO

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Regulatory History (1)
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Financial
September 2016
Final
Employment History
Current Registrations
Q3 Advisors, LLC
April 2025 - Present · 9 mos
Previous Registrations
Sharkey Howes & Javer INC
September 2024 - April 2025 · 7 mos
Fidelity Personal and Workplace Advisors
February 2023 - September 2024 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
January 2023 - September 2024 · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
September 2021 - November 2022 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
September 2021 - November 2022 · 1 yr 2 mos
Ae Wealth Management, LLC
February 2020 - August 2021 · 1 yr 6 mos
Vanguard Advisers, INC.
August 2016 - February 2020 · 3 yrs 6 mos
Vanguard Marketing CorporationBroker
August 2016 - February 2020 · 3 yrs 6 mos
Edward Jones
December 2014 - August 2016 · 1 yr 8 mos
Edward Jones Broker
November 2014 - August 2016 · 1 yr 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Brandon Deckard - Financial Advisor | AdvisorDiscover