# William Nelson

> William Nelson is a fee-only financial advisor at Financial Gravity Asset Management in Austin, Texas. William focuses on tax planning, retirement planning and estate & legacy planning. Financial Gravity Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-nelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Gravity Asset Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $523.4M across 2,610 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **CRD:** 4797755 (https://adviserinfo.sec.gov/individual/summary/4797755)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, FL, IL, IN, LA, MD, MI, MO, NC, NE, NM, NV, NY, OH, PA, SC, TX, VA, WI
- **Exams passed:** Series 65 (2004)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://financialgravityassetmanagement.com

## Frequently asked questions

### Is William Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Financial Gravity Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Financial Gravity Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Does William work with clients virtually?

Yes. Financial Gravity Asset Management says on its website that it works with clients remotely.

### Where is William Nelson based?

William Nelson is based in Austin, Texas.

### What does William specialize in?

William's specialties include tax planning, retirement planning and estate & legacy planning.

### Is William Nelson registered with the SEC?

Yes. William Nelson is registered as an investment adviser representative in AZ, CA, CO, FL, IL, IN, LA, MD, MI, MO, NC, NE, NM, NV, NY, OH, PA, SC, TX, VA and WI (CRD 4797755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Gravity Asset Management manage?

Financial Gravity Asset Management reports $523.4M across 2,610 accounts in assets under management.

### How do I contact William Nelson?

Through William's website, financialgravityassetmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4797755): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://financialgravityassetmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.