Firm
Financial Gravity Asset Management
Austin, Texas
Fee-only
Financial Gravity Asset Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 5 employees and 1,518 individual clients, 144 of them high net worth.
- Its average account is about $201,000 (assets it manages divided by its 2,610 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | financialgravityassetmanagement.com |
| Phone | (800) 920-9722 |
Financial Gravity Asset Management fees
Financial Gravity Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $523 million |
| Individual clients | 1,374 |
| High-net-worth clients | 144 |
| Accounts managed | 2,610 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-109923) |
| Financial planning | Offered |
| Form ADV filed | December 23, 2025 |
| SEC record | CRD 144008 |