AK
AK

Aleksey Kaplan

3 Years of Experience
Sells Insurance
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

7957 N University Drive, Suite 157, Parkland, FL, 33067

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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 ActivitiesSells Insurance

Aleksey is the principal owner and founder of Kaplan CPA, PLLC, providing tax services since January 2024, dedicating full-time hours. He is also an independent agent for Financial Gravity Enhanced Markets, LLC since September 2021 and is licensed to sell life, accident, and other lines of insurance, dedicating minimal time to insurance activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Financial Gravity Family Office Services, LLC
January 2022 - September 2024 · 2 yrs 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.