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
Q3 Advisors offers Rothology and Rothology Legacy programs focused on Roth conversions and tax planning. They also provide comprehensive financial planning covering investments, estate, college savings, employee benefits, insurance, retirement, and tax strategies. A la carte planning is available for specific needs.
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.
TX, United States