Chad Mortimore
Advisor at Q3 Advisors, LLC — Sparks, NV
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.
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.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Sparks, NV
Q3 Advisors, LLC
Team
Chad Mortimore is a CFP® professional at Q3 Advisors, LLC with four years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Bank of America, and the Nevada Air National Guard. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined planning fees and does not manage investment portfolios or recommend specific securities.
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.
Sparks, NV
Sparks NV
Advisors at this office
1
California · Nevada
4 years of industry experience
Q3 Advisors, LLC
2025 - Present • 1 year
Boulder, CO
Fidelity Investments
2025 - 2025 • 1 year
Boston, MA
fidelity Investments
2024 - Present • 2 years
Reno, NV
Charles Schwab Bank, SSB
2021 - 2024 • 3 years
Reno, NV
Charles Schwab
2021 - 2024 • 3 years
Reno, NV
Bank of America
2020 - 2021 • 1 year
Reno, NV
City of Sparks
2016 - 2020 • 4 years
Sparks, NV
Nevada Air National Guard
2014 - 2024 • 10 years
Reno, NV
Reed High School/University of Nevada Reno
2011 - 2019 • 8 years
Reno, NV
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Insurance agent
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They offer tax and accounting services, typically for separate fees.
Lawyer
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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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