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The fee is billed in advance and is negotiable.","source":"FI3 ADVISORS ADV PART 2A BROCHURE 3 2026, filed 24 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fi3 Financial Advisors use?","answer":"Fi3 Financial Advisors’ separately managed account assets are held at Charles Schwab (San Francisco, CA), with $595M and Fidelity Investments (Boston, MA), with $399M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fi3 Financial Advisors have?","answer":"Fi3 Financial Advisors has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 21 perform investment advisory functions. 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Its direct owner is Wealthspire Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fi3 Financial Advisors get paid?","answer":"Fi3 Financial Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fi3 Financial Advisors registered with the SEC?","answer":"Yes, Fi3 Financial Advisors has been registered with the SEC as an investment adviser since 14 May 2018. 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