Firm
Q3 Asset Management
Birmingham, Michigan
Fee-only
Q3 Asset Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 9 advisors are listed here; 1 of 9 hold the CFP.
- Its Form ADV reports 12 employees and 2,780 individual clients, 37 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 2,926 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Birmingham, Michigan |
|---|---|
| Website | q3tactical.com |
| Phone | (248) 566-1122 |
Q3 Asset Management fees
Q3 Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Performance-based fees |
|---|---|
| Assets managed | $795 million |
| Individual clients | 2,743 |
| High-net-worth clients | 37 |
| Accounts managed | 2,926 |
| Employees | 12 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-77461) |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 137839 |