Zero Gravity Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,221,879
Total clients
26
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$1,123,918
About
Zero Gravity Financial is a small, independent advisory firm that serves individual clients, some high-net-worth individuals, and business clients with a focus on ongoing comprehensive financial planning, limited-scope hourly planning, and portfolio management. The firm offers implementation help and may recommend or use third‑party managers, including model portfolios delivered through the Betterment for Advisors platform.
Its investment approach is primarily passive and asset-class driven, using index mutual funds and ETFs and model allocations through Betterment Institutional, with discretionary management available and periodic account reviews. Financial planning is delivered as an integrated process that addresses cash flow, retirement, tax, estate, business, insurance, and real‑estate considerations alongside portfolio construction.
What is most distinctive relative to peers is that the firm does not rely on percentage‑of‑assets‑under‑management advisory fees, instead operating on fixed planning retainers and hourly engagements while including investment management without a separate AUM‑based advisory charge. The practice is a solo advisor model with a small, limited client roster, makes operational use of Betterment Institutional and custodial relationships (and the non‑economic support services those platforms provide), and does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation services
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
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
Main office location
Zero Gravity Financial, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Zero Gravity Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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