Financial Gravity Family Office Services, LLC

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Total assets under management

$590,457,327

Total clients

1,716

9% high-net worth

Total advisors

of 45 employees

Firm size

Multi Team

Average clients per advisor

107

Average account size

$344,089

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Flat fees may be charged for comprehensive or tailored financial planning; fees are negotiable.

Percentage

$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%

Project-based

Negotiable hourly rate for financial planning services; fees may be billed half at signing and half upon delivery.

Other

Account minimum: $25,000 Fee-only: Negotiable hourly rate for financial planning and consulting services; flat fees possible for financial plans.

Disclosures

Business activities & affiliations

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.

Main office location

Financial Gravity Family Office Services, LLC

2501 Ranch Road 620 S, Ste 110

Lakeway TX 78734, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

800-588-3893

Advisors at this firm

Kimberly P

Series 65

Newark, CA

Financial Gravity Family Office Services, LLC

Aleksey K

Series 65

Parkland, FL

Financial Gravity Family Office Services, LLC

Dean S

Series 65

Warrensburg, MO

Financial Gravity Family Office Services, LLC

John P

Series 63, Series 65

Lakeway, TX

Financial Gravity Family Office Services, LLC

William P

Series 65

Temecula, CA

Financial Gravity Family Office Services, LLC

Loren G

Series 66

Los Alamos, CA

Financial Gravity Family Office Services, LLC

Kaili W

Series 66

Lakeway, TX

Financial Gravity Family Office Services, LLC

Roy K

Series 63, Series 66

Altamonte Springs, FL

Financial Gravity Family Office Services, LLC

Thomas W

Series 66

Rochester, MI

Financial Gravity Family Office Services, LLC

Jon B

Series 65

Albuquerque, NM

Financial Gravity Family Office Services, LLC

Daniel D

Series 63, Series 65

Lakeway, TX

Financial Gravity Family Office Services, LLC

Brian L

Series 65

Austin, TX

Financial Gravity Family Office Services, LLC

Kristopher B

Series 63, Series 66

Leander, TX

Financial Gravity Family Office Services, LLC

Sabina P

Series 65

Berkley, CA

Financial Gravity Family Office Services, LLC

Christian B

Series 65

New Orleans, LA

Financial Gravity Family Office Services, LLC

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