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

2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734

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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 Activities

Alan is the VP of Operations at Advanced Marketing Strategies, LLC, providing management of accounting practice, controllership, and bookkeeping services, dedicating about a quarter of his time. He is also a Partner & Director of Tax & Accounting at Scher Group, PLLC, dedicating nearly full-time hours, and a Sole Proprietor & Co-Owner involved in residential rental activities, dedicating minimal time.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Alan Scher - Financial Advisor | TrueAdvisor