William Nelson
Financial Gravity Asset Management · Austin, Texas
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.
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Specialties
Facts
| Firm | Financial Gravity Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $523.4M across 2,610 accounts |
| 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 · CRD 4797755 |
| Exams passed | Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | financialgravityassetmanagement.com |
| Profile |
How William's firm compares
- Financial Gravity Asset Management's average account is about $201,000, from its Form ADV (assets managed divided by 2,610 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on tax planning
Where this information comes from
- SEC adviser records : 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
- Financial Gravity Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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