Lauren Fischer

CFP

Financial Gravity Family Office Services, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Financial Gravity Family Office Services, LLC

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

Location

11651 Jollyville Road, Suite 300, Austin, TX, 78759

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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.

Employment History

Current Registrations

Financial Gravity Family Office Services, LLC

February 2025 - Present · 1 yr

Grace Capital Management, LLC

August 2022 - Present · 3 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.