Q2 Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Q2 Financial is a fee-only registered investment adviser that provides investment management and financial planning to individuals, high‑net‑worth clients, and employer-sponsored plans. The firm offers project-based and ongoing financial planning, discretionary portfolio management across stocks, bonds, mutual funds, ETFs, alternative and private investments, and retirement plan consulting for plan sponsors.
The firm’s investment methodology draws on Modern Portfolio Theory, blending passive and active strategies and incorporating third‑party models accessed through Schwab’s Model Market Center™; Q2 also uses outside managers when appropriate and conducts due diligence on private funds it may recommend. Clients can request socially responsible (ESG) screens or other custom restrictions, and the firm typically manages accounts on a discretionary basis consistent with client objectives and risk tolerance.
Compared with many independent peers, Q2 is notable for its affiliations and service mix: the principal serves as a pension plan specialist supporting a third‑party administrator and the firm is affiliated with an accounting entity that provides tax preparation services, arrangements the brochure discloses as potential conflicts mitigated by client choice. The firm is newly registered in 2026 and discloses retirement plan consulting and ERISA‑related advisory services as regular offerings, which are less common among similar independent advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.20% $5,000,001+: 1.00%
Fee-only: Financial Planning initial fee generally ranges from $2,000 to $10,000; ongoing monthly fees range from $80 to $500.
Main office
Eastlake CO
Advisors at this office
1
Most active in
Colorado · Ohio · Texas
Also doing business as
Q2 Financial · Q2 Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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