Dean
Specker
Financial Gravity Family Office Services, LLC
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About this Advisor
Dean Specker is a financial advisor operating out of Austin, Texas with 2 years of industry experience. Specker works at Financial Gravity Family Office Services, LLC. During their career, the advisor has held roles at Bryan - Showers Agency, LLC, Dean R. Specker, Cpa, Fr Investments Inc Dba Central Financial Services, Onpointe Advisory And Financial Services, LLC, Forta Financial Group, Inc, Bernard Tax And Bookkeeping, Jakcs LLC and Financial Gravity Family Office Services, LLC. Specker maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Missouri and Texas. Financial Gravity Family Office Services, LLC is a registered investment company based out of Austin, TX. It handles $211 million in assets under management among its 1,218 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 1,218 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services are offered. Fees charged by Financial Gravity Family Office Services, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$210,940,063
45
1,218
$173,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dean Specker Work History
Dean has been registered as a financial advisor for 2 years.*
Financial Gravity Family Office Services, LLC
Forta Financial Group, Inc
Bernard Tax And Bookkeeping
Jakcs LLC
Bryan - Showers Agency, LLC
Fr Investments Inc Dba Central Financial Services
Dean R. Specker, Cpa
Onpointe Advisory And Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Specker 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Tomball, TX
New Orleans, LA
North Richland Hills, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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