Lori Dietzler
Zero Gravity Financial, LLC · Atlanta, Georgia
Lori Dietzler is a fee-only financial advisor at Zero Gravity Financial, LLC in Atlanta, Georgia, who holds the CFP credential. Zero Gravity Financial, LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zero Gravity Financial, LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $39.2M across 68 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA, NY · CRD 4523332 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | zerogravityfinancial.com |
| Profile |
How Lori's firm compares
- Zero Gravity Financial, LLC's average account is about $576,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Lori
Is Lori Dietzler a fee-only financial advisor?
Yes. Lori Dietzler is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lori's firm.
How does Lori charge for financial advice?
Lori's firm, Zero Gravity Financial, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Lori Dietzler based?
Lori Dietzler is based in Atlanta, Georgia.
What credentials does Lori Dietzler hold?
Lori Dietzler holds the CFP credential.
Is Lori Dietzler registered with the SEC?
Yes. Lori Dietzler is registered as an investment adviser representative in CA, GA and NY (CRD 4523332), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Zero Gravity Financial, LLC manage?
Zero Gravity Financial, LLC reports $39.2M across 68 accounts in assets under management.
How do I contact Lori Dietzler?
Through Lori's website, zerogravityfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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