Q2 Financial is a registered investment advisor located in Eastlake, Colorado, founded in 2026 by Talon Pitchforth. Q2 Financial offers personalized investment management and financial planning services to individuals, high net-worth individuals, and corporations. For investment management, Q2 Financial builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, and may utilize third-party investment models or independent managers. Financial planning services cover areas such as retirement planning, tax planning strategies, cash flow and debt management, estate planning, college savings, and risk management. Planning is available as a one-time project or on an ongoing monthly basis. Q2 Financial operates as a fee-only firm and maintains a fiduciary duty to act in the best interest of its clients.
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.