RB
CFP

Ryan C Boyle

3 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

Naperville, IL

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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
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Fisher Investments
June 2024 - November 2024 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2020 - June 2021 · 9 mos
Charles Schwab & Co., INC.
March 2019 - January 2020 · 10 mos
Charles Schwab & Co., INC. Broker
February 2019 - January 2020 · 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.