Q2 Wealth Management

Updated today

Find your advisor

Client assets under management

$123,440,455

Clients

151

24% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$817,486

About

Q2 Wealth Management provides investment management and financial planning to individuals, families, high‑net‑worth clients, and their related trusts and businesses. The firm also advises on retirement‑product subaccounts, donor‑advised funds, 529 plans, and offers occasional educational classes and workshops for clients and the public.

The firm implements advice using a suite of model portfolios delivered on discretionary and non‑discretionary bases, combining ETFs and mutual funds with more concentrated equity positions in its Focused and Tactical models that may hold individual stocks. Q2 may allocate to sub‑advisers or third‑party models, and its Q5 Wealth service integrates retirement, investment, tax, insurance, and estate planning with ongoing monitoring and client dialogue as part of its fiduciary duty.

Noteworthy for a firm of its size and type, Q2 is affiliated with an insurance agency: the managing partner is a licensed insurance agent and the brochure discloses that advisors may offer insurance products (including annuities), along with the associated conflicts and mitigations. The firm also routinely offers educational seminars and has expanded disclosures around its use of third‑party models and certain complex exchange‑traded products, features that are less common among supported peers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management

Fee options

Fixed

Financial planning fees typically $2,000 for a single planning area; updating existing plan $1,000 per area; comprehensive plans higher, with written quote provided before engagement

Percentage

$0 - $250,000: 1.35% $250,000.01 - $1,000,000: 1.30% $1,000,000.01 - $2,000,000: 1.25% $2,000,000.01 - $3,000,000: 1.20% $3,000,000.01 - $4,000,000: 1.10% $4,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.90% $10,000,000.01 - $15,000,000: 0.80% $15,000,000.01 - $20,000,000: 0.70% $20,000,000.01 - $30,000,000: 0.60% $30,000,000.01+: 0.50%

Project-based

$100 to $500 per hour, depending on engagement complexity and professional providing the service

Other

Account minimum: No Minimum Account Size; Specific model minimums: Risk-based $1,000; Balanced $1,000; Growth $1,000; Active $20,000; Focused $1,000; Tactical $50,000

Main office location

Q2 Wealth Management

1792 Alysheba Way, Suite 150

Lexington KY 40509, United States

Number of offices

Most active in

Kentucky · Michigan · South Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 859-216-2169

Advisors at this firm

Aaron C

Series 65

Lexington, KY

Q2 Wealth Management

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, with one year of industry experience. He holds a Series 65 license and previously worked at Amazon and the University of Kentucky. Combs is also involved with Q2 Wealth Insurance LLC in a fixed insurance sales role. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm uses a range of model portfolios and emphasizes a holistic planning process that integrates written investment policy guidance with portfolio management.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management

Raymond B

CFP®, Series 65

Lexington, KY

Q2 Wealth Management

Raymond Backers is a CFP® professional with 10 years of experience in financial advisory. He is currently with Q2 Wealth Management in Lexington, KY, where he has worked since 2019, following roles at RITE Financial Group and Hurricane Financial Corp. Outside of advisory work, he manages Q2 Wealth Insurance LLC, an insurance sales business. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm employs a range of model portfolios and integrates planning with portfolio management, serving approximately three advisors and managing around $108 million in assets.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management

Jeffrey Z

CFP®, Series 65

Lexington, KY

Q2 Wealth Management

Jeffrey Ziemann is a CFP® with four years of industry experience, currently serving as an advisor at Q2 Wealth Management in Lexington, KY. His prior work includes roles at RITE Financial Group LLC and Hurricane Financial Corp. Outside of his advisory duties, he is involved with Q2 Wealth Insurance LLC, focusing on fixed insurance sales. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and their related trusts and businesses. The firm uses a range of model portfolios and integrates planning with portfolio management through a holistic process that includes written investment policy guidance.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support