Advisor at Zero Gravity Financial, LLC
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Firm
Zero Gravity Financial, LLC
Location
Atlanta, GA
Credentials
CFP®, Series 65
Industry experience
5 years
Lori Dietzler is a CFP® and Series 65-registered financial advisor with Zero Gravity Financial, LLC in Atlanta, GA. She has five years of industry experience and has been with her independent firm since 2013. Zero Gravity Financial serves individual, high-net-worth, and business clients, focusing on comprehensive financial planning, limited-scope hourly planning, and portfolio management. The firm employs a primarily passive, asset-class-driven investment approach using index funds, ETFs, and model portfolios through Betterment Institutional, and operates on fixed planning retainers and hourly fees rather than percentage-of-assets advisory charges.
Based on Zero Gravity Financial, LLC
Based on Zero Gravity Financial, LLC
Ongoing Financial Planning: $6,500 annually per Client, with payment schedule as $3,250 upfront and $1,625 at 6th and 9th months, then quarterly $1,625 in advance
$400 per hour for Hourly Financial Planning
Fee-only: Ongoing Financial Planning: $6,500 annually per Client, paid quarterly; Hourly Financial Planning: $400 per hour
Atlanta, GA
California · Georgia · New York
Zero Gravity Financial, LLC
2013 - Present (13 years)
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Lawyer
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Real estate agent
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Other specialized services
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