Our Services

At QFiRE Advisors, we offer tailored service packages to meet you where you are in your investing journey. Whether you need foundational clarity, structured setup, or full-service advisory, our packages are designed to turn your qualified funds into powerful tools for growth. Explore the right path for you—from education to execution.

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QFiRE Foundation

$2,500 Flat Fee

Clarity, education, and strategic guidance to ignite your financial journey.

Ideal for clients exploring how to fund their next investment using qualified retirement accounts.

What’s Included:

  • 1:1 Discovery Session (30 minutes) to review your goals, background, and funding potential

  • Custom Funding Feasibility Report analyzing your current retirement accounts and options

  • SDIRA / Solo 401(k) / ROBS Comparison Guide to evaluate the best path for your situation

  • Personalized Action Roadmap outlining next steps based on your financial goals

  • Investor Resource Toolkit including templates, checklists, and starter guides

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QFiRE Framework

$5,000 Flat Fee

Strategic setup and legal structuring to launch your investment path with confidence.

Ideal for clients ready to form their entity and begin structuring.

What’s Included:

  • Everything in the QFiRE Foundations package

  • Entity formation (LLC or C-Corp) based on your investment strategy

  • EIN application filing for your new entity

  • Custom operating agreement tailored to your structure and funding goals

  • Compliance checklist to ensure alignment with IRS and investment rules

  • 30-minute Q&A follow-up session to clarify next steps and address specific questions

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QFiRE Elite

$7,500 Flat Fee

Full-service, hands-on advisory for clients ready to take action with expert support at every step.

Ideal for clients who want personalized guidance from start to finish.

What’s Included:

  • Everything in the QFiRE Foundations and QFiRE Framework packages

  • Full strategy and feasibility analysis tailored to your investment goals and funding sources

  • Entity formation with custom operating documents and filings

  • CPA and attorney coordination for tax strategy and legal compliance

  • Retirement plan document review (Solo 401(k), SDIRA, ROBS, etc.)

  • Ongoing guidance through your first transaction, from planning to execution

  • Priority scheduling for all calls and consultations

  • 90-day unlimited email support with your advisory team

Ready to Take the Next Step?

Start your journey with QFiRE Advisors by filling out our client intake questionnaire. This helps us understand your goals, funding sources, and where you are in the process. Once submitted, a member of our advisory team will review your responses and reach out with personalized next steps within 48 hours.

Let’s turn your qualified funds into qualified investments.

Contact us

Still have questions? Fill out this form and we will be in touch shortly. We can’t wait to hear from you!