Advisor at Financial Gravity Family Office Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Gravity Family Office Services, LLC
Location
Warrensburg, MO 64093
Credentials
Series 65
Industry experience
8 years
Flat fees may be charged for comprehensive or tailored financial planning; fees are negotiable.
$0+: Negotiable up to 2.00% annually All Assets+: 0% - 1.55% (Advisor’s Fee) plus 0% - 0.65% (Sub-Advisor Fee), total not to exceed 2.00%
Negotiable hourly rate for financial planning services; fees may be billed half at signing and half upon delivery.
Account minimum: $25,000 Fee-only: Negotiable hourly rate for financial planning and consulting services; flat fees possible for financial plans.
Financial Gravity Family Office Services, LLC
2021 - Present (5 years)
Bernard Tax and Bookkeeping
2020 - 2023 (3 years)
Forta Financial Group, Inc
2020 - 2021 (1 year)
Jacks LLC
2020 - Present (6 years)
OnPointe Advisory and Financial Services, LLC
2017 - 2018 (1 year)
Bryan - Showers Agency, LLC
2012 - 2024 (12 years)
FR Investments Inc dba Central Financial Services
2011 - Present (15 years)
Dean R. Specker, CPA
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Warrensburg, MO
Edward Jones
CFP®, Series 66
Warrensburg, MO
Edward Jones
Series 65
Warrensburg, MO
Snider Financial Group
Series 63, Series 65, Series 66
Warrensburg, MO
Fortitude Advisory Group L.L.C.
Series 66
Warrensburg, MO
U.S. Bancorp Investments, INC.
Series 66
Warrensburg, MO
Cetera
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