SM
CFP
SM
CFP

Sean R Meyeres

18 Years of Experience
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

6511 E Villa Maria Dr, Phoenix, AZ, 85054

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History

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
July 2025 - Present · 7 mos
Previous Registrations
Illumination Wealth Management
March 2024 - August 2025 · 1 yr 5 mos
Mariner Wealth Advisors
April 2023 - January 2024 · 9 mos
Q3 Advisors, LLC
October 2021 - February 2023 · 1 yr 4 mos
Dew Wealth Management
February 2021 - August 2021 · 6 mos
Charles Schwab & CO., INC.Broker
September 2017 - December 2019 · 2 yrs 3 mos
Charles Schwab & CO., INC.
September 2017 - December 2019 · 2 yrs 3 mos
USAA Financial Advisors, INC.Broker
May 2006 - August 2017 · 11 yrs 3 mos
USAA Financial Planning Services
February 2006 - August 2017 · 11 yrs 6 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.