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
Los Alamos, CA 93440
Credentials
Series 66
Industry experience
6 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.
2025 - Present (1 year)
X Advisors, LLC
2021 - 2025 (4 years)
Independent Financial Group, LLC.
2019 - 2025 (6 years)
Independent Financial Group, LLC.
2019 - 2025 (6 years)
Crosby Investment Group
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Roger A Soape
2012 - 2018 (6 years)
Roger A Soape
2009 - 2018 (9 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
Santa Maria, CA
Merrill
Iran Zaranda Velazquez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has provided wealth management services to a diverse clientele through The Filsouf Cox Wealth Management Group, which serves clients across 25 states. His client base includes successful business owners, oil and gas executives, retirees, affluent women who have experienced divorce or loss of a spouse, and members of the medical community. Mr. Velazquez is a qualified Portfolio Advisor who assists clients in pursuing their investment objectives by recommending strategies from Merrill Lynch Wealth Management or approved third-party investment managers. His services include aligning investment and retirement planning with wealth transfer, education funding, and liability management. He meets clients according to their schedules and often visits their homes, offices, or hospitals to provide tailored support. He earned a bachelor's degree from West Texas AM University and holds the Personal Investment Advisor (PIA) designation. Fluent in Persian, Polish, and English, Mr. Velazquez is active in community organizations such as March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas The Apostle Church. Outside of work, he enjoys chess, football, music, soccer, spending time with his family, and traveling.
CFP®, ChFC®, Series 63
Solvang, CA
Edward Jones
Series 63, Series 66
Lompoc, CA
Edward Jones
Series 66
Buellton, CA
Edward Jones
Series 66
Santa Ynez, CA
Edward Jones
Series 66
Santa Maria, CA
Edward Jones
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