Karen
Cassidy

Financial Gravity Family Office Services, LLC

CRD#7423526
Investment Advisor
in Arroyo Grande, CA

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About this Advisor

Karen Cassidy is a financial advisor based in Arroyo Grande, California, working with Financial Gravity Family Office Services, LLC. Karen has previously held positions at Clark & Cassidy and Financial Gravity Family Office Services, LLC. Karen has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Karen is part of Financial Gravity Family Office Services, LLC, which operates out of Arroyo Grande, California. The firm has 2 offices and 45 employees. The firm manages assets totaling $365.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Clark and Cassidy 312 E Branch Street
Arroyo Grande, CA 93420

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Financial Gravity Family Office Services, LLC Brokerage Details

Total Assets Under Management

$365,435,097

CA Average: $3,042,739,679
Total Number of Employees

45

CA Average: 49
Total Number of Accounts

2,654

CA Average: 2,315
Average Account Size

$137,692

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Karen Cassidy Work History

2021 - Present (4 years)

Financial Gravity Family Office Services, LLC

2013 - Present (12 years)

Clark & Cassidy

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Karen Cassidy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Gravity Family Office Services, LLC

Kristopher Blasl
Austin, TX
Charles Love
North Richland Hills, TX
Brian Lang
Austin, TX
Karen Cassidy
Arroyo Grande, CA
Roy Kelsey
Altamonte Springs, FL
Philip Kehoe
Austin, TX
Timothy Terry
Tomball, TX
Michael French
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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