Kaili Winters
Kaili Winters is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Lakeway, TX, with 7 years of industry experience. Kaili 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
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaili is an independent agent with Financial Gravity Enhanced Markets, LLC since April 2024. She is licensed to sell life, accident, and other lines of insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
49 Financial
Kingswood Capital Partners, LLCBroker
Financial Gravity Family Office Services, LLC
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Presidential Brokerage, INC.Broker
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.