Q3 Advisors, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Gordon Wear | Owner/Managing Member/Chief Compliance Officer/Investment Adviser Representative | CFP | May 2016 (10y) | 75% or more |
| Derrick Allan De Hays | Registered representative | CFP | Apr 2023 (3y) | |
| Daniel Roger Jandro | Registered representative | CFP | Sep 2023 (3y) | |
| Matthew Eric Stockburger | Registered representative | CFP | Apr 2024 (2y) | |
| Stephen John Avery | Registered representative | CFP Chartered Financial Consultant | May 2024 (2y) | |
| Marc Edward Fauler | Registered representative | CFP | Sep 2024 (2y) | |
| Ryan C Boyle | Registered representative | CFP | Dec 2024 (2y) | |
| Patrick Magnuszewski | Registered representative | CFP | Mar 2025 (1y) | |
| Brandon Deckard | Registered representative | CFP | Apr 2025 (1y) | |
| Betty Davis | Registered representative | CFP | May 2025 (1y) | |
| Sean R Meyeres | Registered representative | CFP | Jul 2025 (1y) | |
| Chad Mortimore | Registered representative | CFP | Dec 2025 (1y) | |
| Ralph Taylor Rigler | Registered representative | CFP | Jan 2026 (1y) | |
| Marc Russell | Registered representative | CFP | Jan 2026 (1y) | |
| Garrett Edward Leet | Registered representative | CFP | Feb 2026 (1y) | |
| Joseph Patrick Henninger | Registered representative | CFP | Mar 2026 (0y) | |
| Kristen L Barker | Registered representative | CFP | Mar 2026 (0y) | |
| Tyson Fuller | Registered representative | CFP | Mar 2026 (0y) | |
| Dylan M Niklason | Registered representative | CFP | Apr 2026 (0y) | |
| Ryan Collier | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.
View current Form ADV (SEC/IAPD) ↗