Kristen Barker is a CFP-designated registered investment advisor at Q3 Advisors, LLC, based in Barto, PA, with 6 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
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).
Location
Barto, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Q3 Advisors, LLC
Previous Registrations
Thrive Wealth Management, LLC
Commonwealth Financial Network
Wescott Financial Advisory Group LLC
Asset Planning Services LTD.
State Registrations1 state
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