Tyson Fuller
Advisor at Q3 Advisors, LLC — San Marcos, TX
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
9 years
Location
San Marcos, TX
Q3 Advisors, LLC
Team
Tyson Fuller is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Q3 Advisors, LLC and has held positions at Cardone Wealth Advisors, Domain Money Advisors, and several financial services firms including BBVA and FSC Securities. He is also the owner and investment adviser representative of A Penny Planned LLC, an independent investment advisory firm. Q3 Advisors, LLC is a multi-team firm serving clients through a collaborative approach involving twelve advisors.
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.
San Marcos, TX
San Marcos TX
Advisors at this office
1
Texas
9 years of industry experience
Cardone Wealth Advisors
2026 - Present • 1 year
Aventura, FL
Domain Money Advisors, LLC
2025 - Present • 1 year
New York, NY
Q3 Advisors, LLC
2024 - 2024 • 1 year
Marble Falls, TX
A Penny Planned LLC
2022 - Present • 4 years
Cedar Park, TX
LegalEASE
2021 - 2024 • 3 years
Houston, TX
LegalZoom
2019 - 2021 • 2 years
Austin, TX
BBVA Securities Inc
2017 - 2019 • 2 years
Austin, TX
BBVA Compass Insurance Agency Inc
2017 - 2019 • 2 years
Austin, TX
BBVA Wealth Solutions Inc.
2017 - 2019 • 2 years
Austin, TX
Compass Bank
2017 - 2019 • 2 years
Birmingham, AL
FSC securities corporation
2013 - 2017 • 4 years
Austin, TX
Austin National Financial Services
2013 - 2017 • 4 years
Austin, TX
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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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.
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