Matthew
Rzepka
Financial Gravity Family Office Services, LLC
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About this Advisor
Matthew Rzepka is a financial advisor based in Austin, Texas, working with Financial Gravity Family Office Services, LLC. Matthew has previously held positions at Valley Oak Financial, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Forta Financial Group, LLC, Financial Gravity Family Office Services, LLC, and Kingswood Capital Partners. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Matthew is part of Financial Gravity Family Office Services, LLC, which operates out of Austin, Texas. 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
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$365,435,097
45
2,654
$137,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Rzepka Work History
Financial Gravity Family Office Services, LLC
Kingswood Capital Partners
Valley Oak Financial
Forta Financial Group, LLC
Forta Financial Group, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Matthew Rzepka 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
North Richland Hills, TX
Austin, TX
Altamonte Springs, FL
Austin, TX
Arroyo Grande, CA
New Orleans, LA
Tomball, TX
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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