Q3 Asset Management Corporation fees
Financial planner in Birmingham, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, Q3 Asset Management Corporation (Birmingham, MI) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Michigan median of $250; 14% of the 78 other planners in Michigan that publish an hourly rate charge less. The one other planner in Birmingham charges more.
“Q3’s hourly fee is $200.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 12 employees
How Q3 Asset Management Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Direct-bill payments will be due as of the date posted on the invoice.”
- “Where the engagement is terminated prior to the conclusion of services, the Adviser will promptly refund the unused portion of a prepaid fee or will only invoice for services provided up until the date of termination.”
About Q3 Asset Management Corporation
- Founded: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, a percentage of assets under management, newsletter or publication subscriptions, and performance based fees
- Clients
- 2,780
- Works with
- Individuals, high net worth individuals, investment companies, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, newsletters and publications, market timing, and other services
- Assets managed
- $795 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 29, 2026
- CRD number
- 137839 (opens in new tab)
- Phone
- (248) 566-1122
Registered or notice filed in 29 states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin
Other planners in Birmingham that publish fees
- Quarton Capital PartnersBirminghamHourly up to $250/hr, Flat up to $1,500
- Whistle Stop Financial AdviceBirminghamHourly $300-$500/hr
More planners in Michigan that publish fees
- Vertrix Wealth Management, LLCTroyFlat from $2,000
- Steel Toe WealthOkemosHourly $400/hr, Flat $7,995
- Parousia Wealth StewardsLansingFlat $1,500-$10,000
- Arbor Wealth Advisors LLCTroyHourly $300/hr, Flat $8,000-$50,000
- Forsythia FinancialBloomfield HillsHourly $350/hr
- Greydog FinancialAnn ArborHourly $250-$400/hr, Flat $400-$5,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.