Talon Pitchforth is a CFP-designated registered investment advisor at Q2 Financial, based in Eastlake, CO, with 5 years of industry experience. Talon 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are paid quarterly in advance. Household accounts may be aggregated. Fees are negotiable.
Fee Estimator
Location
Eastlake, CO
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Talon works at Interwise Tax, providing tax preparation, bookkeeping, and accounting services, dedicating minimal time. Talon also works at Valued Wealth Advisors dba Interwise, providing investment advisory, financial planning, and tax planning services, dedicating about a quarter of their time.
Employment History
Current Registrations
Q2 Financial
Previous Registrations
Chauner Securities, INC.Broker
Interwise
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.