Timothy
Terry
Financial Gravity Family Office Services, LLC
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About this Advisor
Timothy Terry is a financial advisor who works in Tomball, Texas who has 2 years of industry experience. Terry is an advisor for Financial Gravity Family Office Services, LLC. Their career trajectory has included roles at Tst Accounting LLC, Zilkha Biomass Fuels I LLC, Forta Financial Group and Financial Gravity Family Office Services, LLC. Terry holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Texas. Financial Gravity Family Office Services, LLC is a business that has its headquarters in Austin, TX. It has $211 million in total assets between its 1,218 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,218 customer accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Financial Gravity Family Office Services, LLC can be comprised of some blend of 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
Timothy Terry Work History
Timothy has been registered as a financial advisor for 2 years.*
Financial Gravity Family Office Services, LLC
Forta Financial Group
Tst Accounting LLC
Zilkha Biomass Fuels I 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 Timothy Terry 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
New Orleans, LA
Austin, TX
Tomball, TX
Austin, TX
Austin, TX
Austin, TX
North Richland Hills, 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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