Q2 Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,440,455
Clients
151
Advisors
3
of 3 employees
About
Q2 Wealth Management provides investment management and financial planning to individuals, families, high-net-worth clients, and related trusts and businesses. The firm offers discretionary and non-discretionary portfolio management built around model portfolios, as well as limited-scope and comprehensive financial planning, hourly consulting, 529 and donor-advised fund advisory, and guidance on variable and fixed indexed annuities.
The firm implements portfolios using a suite of model strategies (risk‑based, balanced, growth, active, focused, and tactical) and may allocate to sub‑advisers or third‑party models; several models are explicitly described as customizable or active and the firm discloses the potential use of leveraged and inverse funds and direct short positions. Q2 also offers an integrated service (Q5 Wealth) that combines planning and investment management and provides clients access to self-directed projection software on request.
Notable features that distinguish Q2 from many peers include its regular educational classes or workshops offered to clients and the public (free or up to $100 per student) and its affiliation with an insurance agency, Q2 Wealth Insurance LLC, which holds a passive minority ownership interest while firm representatives are licensed insurance agents. The brochure also discloses a $250,000 minimum household relationship and specific operational disclosures — such as Hard-to-Borrow interest and other costs tied to shorting or leveraged strategies — that reflect the firm’s willingness to use a broader set of investment tools and insurance-related solutions.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning, typically $2,000 per planning area; updating plan $1,000 per area
$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%
$100 - $500 per hour depending on complexity and professional
Ongoing plan monitoring fee of $100 monthly per planning area for clients without Investment Management Services
Account minimum: $250,000 Fee-only: Financial planning fees typically $2,000 per single planning area; plan update fees $1,000 per area; plan monitoring $100 monthly per area if no Investment Management Services
Main office
1792 Alysheba Way, Suite 150
Lexington KY 40509
Advisors at this office
3
Most active in
Florida · Kentucky · Michigan · South Carolina · Texas
Also doing business as
Q2 Wealth · Q2 Wealth Management · Q2 Wealth Management 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
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, holding a Series 65 license with one year of industry experience. Prior to joining Q2 Wealth Management, he worked at Amazon and the University of Kentucky. He is also involved with Q2 Wealth Insurance LLC, where he dedicates time to fixed insurance sales and related clerical duties. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm offers a range of portfolio management strategies and financial planning options, including discretionary and non-discretionary management, 529 and donor-advised fund advisory, and integrates educational workshops and an affiliated insurance agency into its service model.
Raymond B
CFP®, Series 65
Lexington, KY
Q2 Wealth Management
Raymond Backers is a CFP® with 11 years of industry experience, currently serving as an advisor at Q2 Wealth Management in Lexington, KY. His prior roles include positions at Aber Point LLC, RITE Financial Group LLC, Hurricane Financial Corp, and Accelerated Wealth Advisors LLC. He is also an owner and manager of Q2 Wealth Insurance LLC, where he engages in fixed insurance sales. 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 offers both discretionary and non-discretionary management, along with various planning and consulting options.
Jeffrey Z
CFP®, Series 65
Lexington, KY
Q2 Wealth Management
Jeffrey Ziemann is a CFP® professional with five years of industry experience, currently serving as an advisor at Q2 Wealth Management in Lexington, KY. His prior roles include positions at RITE Financial Group LLC and Hurricane Financial Corp. Outside of financial advising, he worked in bubble suit rentals and landscaping earlier in his career. Q2 Wealth Management offers investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm uses a variety of model-based portfolio strategies and provides both discretionary and non-discretionary management alongside financial planning, educational workshops, and insurance-related solutions through an affiliated agency.
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