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Tyson Fuller

Advisor at Q3 Advisors, LLC — San Marcos, TX

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

San Marcos, TX

Q3 Advisors, LLC logo

Q3 Advisors, LLC

Team

Total advisors

22

Across 20 offices

Clients per advisor

10 Very Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

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.

Client services

Based on Q3 Advisors, LLC

Financial planning

Expertise

Based on Q3 Advisors, LLC

Roth conversion strategy General retirement planning

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Fee options

Fixed

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.

Subscriptions

Integration Experience ongoing service billed quarterly in advance at $1,250 per quarter.

Other

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.

Location

See office

San Marcos, TX

San Marcos TX

Advisors at this office

1

Most active in

Texas

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Della S

CFP®, RICP®

New Braunfels, TX

Fruit of the Vine Financial, LLC

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
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Brian Z

Series 63, Series 65

Wimberley, TX

Ziarnick Financial LLC

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Life insurance needs analysis
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James M

Series 63, Series 66

New Braunfels, TX

South Texas Capital Advisors, LLC

James Mahan is a financial advisor with South Texas Capital Advisors, LLC, holding Series 63 and Series 66 registrations and with 15 years of industry experience. He has been with South Texas Capital Advisors since 2016 and is the sole advisor at the firm. Outside of his advisory role, he is involved as the managing member of NB Capital LLC and manages Solms Landing Development LLC, a non-investment business based in New Braunfels, Texas. South Texas Capital Advisors is an independent registered investment adviser serving individuals, high net worth clients, non-profits, and small businesses. The firm manages approximately $167.2 million and employs a mix of fundamental and technical analysis to support long-term investment strategies with periodic portfolio reviews.

Wealth management Passive / index investing Active portfolio management
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Jason G

Series 65

New Braunfels, TX

PLW Financial

Jason Grohman is a financial advisor at PLW Financial in New Braunfels, TX, holding a Series 65 designation with eight years of industry experience. He has been with PLW Financial since 2017 and also serves as an active firefighter with the New Braunfels Fire Department. Prior to his advisory role, he was involved with Neighborly Lawn Care. PLW Financial provides financial planning, discretionary investment management, tax preparation, and ERISA plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive, long-term investment approach using low-cost, diversified index funds and ETFs, and it serves corporate and small-business clients alongside individual investors.

Cash flow / budgeting Debt management General retirement planning Passive / index investing General tax planning Self-Employed
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Benjamin H

CFP®, ChFC®, Series 63, Series 65

New Braunfels, TX

Comal Wealth Management

Benjamin Hooper is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. He has worked at USAA in various roles from 2009 to 2020 before founding Comal Wealth Management in 2020. Outside of advisory services, he operates a separate financial software business. Comal Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and families. The firm employs a primarily passive, long-term investment approach using mutual funds and ETFs, while customizing portfolios with individual securities or alternative assets as needed.

Annuities General retirement planning
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Erica S

CFP®, CFA®

San Marcos, TX

Mountain Flower Investments & Planning, LLC

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Annuities General estate planning guidance Cash flow / budgeting Retirement income strategy
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