Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

2501 Ranch Road 620 S, Ste. 110, Austin, TX, 78734

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is the Chief Investment Officer & Investment Advisor Representative of Financial Gravity Asset Management, Inc. This is a full-time commitment, with over 50 hours per month during trading hours.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2021 - Present · 4 yrs 5 mos
Financial Gravity Asset Management, INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Forta Financial Group, INC.
January 2018 - October 2021 · 3 yrs 9 mos
Eqis Capital Management
May 2004 - February 2018 · 13 yrs 9 mos
State Registrations21 states
AZCACOFLILINLAMDMIMONCNENMNVNYOHPASCTXVAWI
Advisor
Exams
No exam information available for this advisor.
William Robert Nelson - Financial Advisor | TrueAdvisor