Stephen Avery

Q3 Advisors offers ongoing financial planning through the "Integration Experience" and multi-year comprehensive planning agreements:

• Integration Experience — Initial startup fee of $1,500 followed by an ongoing quarterly fee of $1,250 billed in advance, with an initial 12-month term.
• Comprehensive Financial Planning — Annual fee ranging between $5,500 and $15,000. This includes an initial development fee of $3,500 to $6,000 for the first 30 days, with the remaining balance billed quarterly in arrears.

• Rothology — $11,000 for a 90-day program analyzing financial plans and integrating Roth conversion strategies.
• Rothology Legacy — $8,100 for clients already taking retirement account distributions or with fewer retirement assets.
• A la carte module-based planning — $1,000 client set-up fee, with each planning module costing $2,000 (or $1,500 for each additional module purchased at the same time).