CW
CFP
CW
CFP

Craig Gordon Wear

23 Years of Experience
1 Disclosure
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Comprehensive financial planning is offered for a yearly fee between $5,500 and $15,000, billed quarterly. This includes Rothology or Rothology Legacy services.

A la carte financial planning modules are available for $2,000 each, with additional modules costing $1,500 each if purchased at the same time. A $1,000 set-up fee may apply.

Annual Retainer:$5,500 - $15,000/year
One-Time Plan:$2,000
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Location

Golden, CO

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History

Regulatory History (1)
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Customer Dispute
August 2006
Settled
Other Business Activities

Craig is the managing member of Angel's Lookout Vacations LLC, a rental property management company, since June 2015. He spends minimal time managing rental properties.

Employment History
Current Registrations
Q3 Advisors, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Eagle Mountain Advisors, LLC
March 2014 - December 2017 · 3 yrs 9 mos
Game Plan Advisors, INC.
August 2003 - March 2017 · 13 yrs 7 mos
Smh Capital Advisors, INC.
October 2002 - July 2003 · 9 mos
State Registrations9 states
AZCACOFLILMNTXVAWA
Advisor
Exams
No exam information available for this advisor.