John
Drawdy

Financial Gravity Family Office Services, LLC

CRD#4966255
Investment Advisor
in Woodstock, GA

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About this Advisor

John Drawdy is a financial advisor based in Woodstock, Georgia, working with Financial Gravity Family Office Services, LLC. John has previously held positions at Paragon Accounting & Tax Solutions, LLC, Davenport University, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services, and Financial Gravity Family Office Services, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, John is part of Financial Gravity Family Office Services, LLC, which operates out of Woodstock, Georgia. 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 66

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

111 Towne Lake Parkway Suite 110
Woodstock, GA 30188

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Financial Gravity Family Office Services, LLC Brokerage Details

Total Assets Under Management

$365,435,097

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

45

GA Average: 49
Total Number of Accounts

2,654

GA Average: 2,315
Average Account Size

$137,692

GA Average: $1,314,358

Investment Advisory Services

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

John Drawdy Work History

2024 - Present (1 year)

Financial Gravity Family Office Services, LLC

2007 - Present (18 years)

Paragon Accounting & Tax Solutions, LLC

2015 - 2023 (8 years)

Avantax Investment Services, Inc

2015 - 2023 (8 years)

Avantax Insurance Agency, LLC

2015 - 2023 (8 years)

Avantax Advisory Services

2007 - 2015 (8 years)

Davenport University

Disclosures

Please visit the SEC profile of John Drawdy 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
Karen Cassidy
Arroyo Grande, CA
Roy Kelsey
Altamonte Springs, FL
Brian Lang
Austin, TX
Christian Brakke
New Orleans, LA
Timothy Terry
Tomball, TX
Kaili Winters
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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