Ralph Rigler
Advisor at Q3 Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Q3 Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Arvada, CO
Credentials
CFP®, Series 63, Series 66
Industry experience
7 years
Rothology program: $11,000; Rothology Legacy: $8,100; A la Carte modules: $1,000 setup fee plus $2,000 for first module and $1,500 for additional modules; Integration Experience: $1,500 startup fee plus $1,250 quarterly ongoing fee.
Integration Experience ongoing service billed quarterly in advance at $1,250 per quarter.
Minimum fee: Fees range from $5,500 to $15,000 annually for Comprehensive Financial Planning including Rothology services. Fee-only: Fixed fees only; no commissions or performance-based fees.
Arvada, CO
Colorado
Q3 Advisors, LLC
2023 - Present (3 years)
Core Wealth Management, Inc.
2022 - 2023 (1 year)
Self-Employment
2022 - 2022 (1 year)
TIAA-CREF Individual & Institutional Services, LLC
2019 - 2022 (3 years)
Tiaa
2019 - 2022 (3 years)
Self-Employment
2018 - 2019 (1 year)
Creative Planning
2017 - 2018 (1 year)
Exencial Wealth Advisors
2017 - 2017 (1 year)
JPMorgan Securities LLC
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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