John Drawdy
John Drawdy is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Woodstock, GA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
111 Towne Lake Parkway Suite 110, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (1)
Regulatory
July 2012Other Business ActivitiesSells Insurance
John is a CPA at Paragon Accounting & Tax Solutions, dedicating about half his time to tax preparation, accounting, and related services. He also owns Paragon Payroll Solutions, LLC, but dedicates no time to it, and is an independent agent for Financial Gravity Enhanced Markets, LLC, selling life and accident insurance products for a few hours per week.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Wasserman & Associates, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Peachtree Planning Corporation
Park Avenue Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.