MS
CFP

Matthew Eric Stockburger

7 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

Brooklyn, NY

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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
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Masterworks Advisers, LLC
June 2023 - December 2023 · 6 mos
Arete Wealth Advisors, LLC
January 2022 - June 2023 · 1 yr 5 mos
Arete Wealth Management, LLCBroker
January 2022 - December 2022 · 11 mos
Vanguard Marketing CorporationBroker
September 2020 - December 2021 · 1 yr 3 mos
Vanguard Advisers, INC.
September 2020 - December 2021 · 1 yr 3 mos
Lincoln Investment
May 2019 - July 2020 · 1 yr 2 mos
Lincoln Investment Broker
May 2019 - July 2020 · 1 yr 2 mos
Capital Analysts
May 2019 - July 2020 · 1 yr 2 mos
Brookstone Capital Management LLC
April 2018 - April 2019 · 1 yr
Capital Investment Advisory Services, LLC
February 2018 - April 2018 · 2 mos
Capital Investment Group, INC.Broker
November 2017 - April 2018 · 5 mos
State Registrations2 states
NCNY
Advisor
Exams
No exam information available for this advisor.
Matthew Eric Stockburger - Financial Advisor | AdvisorDiscover