Timothy Terry
Timothy Terry is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Tomball, TX, with 5 years of industry experience. Timothy 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
11015 Northpointe Blvd. Ste A, Tomball, TX, 77375
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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 Activities
Timothy is the CEO of New Day Tax Resolution, Inc., dedicating a few hours per week. He is also the Managing Member of TST Accounting LLC, a CPA firm, spending nearly full-time on this role, and a partner in STDK Investments LLC, a commercial property rental business, spending minimal time.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Forta Financial Group, INC.
State Registrations2 states
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.