Financial Gravity Family Office Services, LLC

Financial Gravity Family Office Services, LLC (CRD# 316024) is a financial advisory firm headquartered in Lakeway, TX. They serve the financial needs of clients across 21 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IN, LA, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA, WI

Financial Advisors at Financial Gravity Family Office Services, LLC
Showing 1 - 10 of 23 top financial advisors.
1
John L. Avery
CRD#: 1101029
2501 Rr 620 S Ste 110, Lakeway, TX 78738

John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 37 years of experience in the finance industry.

2
Laura A. Bourbonnais
CRD#: 2921038
2501 Rr 620 S Ste 110, Lakeway, TX 78738

Laura Bourbonnais (CRD# 2921038) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 7 years of experience in the finance industry.

3
Erling B. Brakke
CRD#: 6554947
2501 Rr 620 S Ste 110, Lakeway, TX 78738

Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 4 years of experience in the finance industry.

4
Daniel W. Dubose
CRD#: 4388473
7887 San Felipe Street, Suite 122, Houston, TX 77063

Daniel Dubose (CRD# 4388473) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Houston, TX and has over 20 years of experience in the finance industry.

5
Bryce A. Hamilton
CRD#: 4296113
2501 Rr 620 S Ste 110, Lakeway, TX 78738

Bryce Hamilton (CRD# 4296113) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 20 years of experience in the finance industry.

6
Jill A. Jaglowski
CRD#: 2777986
Newberry Park, CA

Jill Jaglowski (CRD# 2777986) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Newberry Park, CA and has over 24 years of experience in the finance industry.

7
Philip J. Kehoe
CRD#: 5759737
6011 Stadium Drive, Kalamazoo, MI 49009

Philip Kehoe (CRD# 5759737) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Kalamazoo, MI and has over 11 years of experience in the finance industry.

8
Lorne H. Levy
CRD#: 5581130
Highlands Ranch, CO

Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 13 years of experience in the finance industry.

9
Joseph L. Reyes
CRD#: 5799216
2501 Rr 620 S Ste 110, Lakeway, TX 78738

Joseph Reyes (CRD# 5799216) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 10 years of experience in the finance industry.

10
Matthew L. Rzepka
CRD#: 5281614
2501 Rr 620 S Ste 110, Lakeway, TX 78738

Matthew Rzepka (CRD# 5281614) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 14 years of experience in the finance industry. Matthew Rzepka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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