Q3 Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
14
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Q3 Advisors provides financial planning services tailored to individual client needs. Services include Rothology and Rothology Legacy programs focused on Roth conversions, comprehensive financial planning covering investments, estate, college savings, employee benefits, insurance, retirement, and tax planning, and a la carte module-based planning.
Fee Structure
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
Location
TX, United States