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John Avery

Financial Gravity Family Office Services, LLC
42 Years of Experience
Highlands Ranch, CO
1 DisclosureSells Insurance
View SEC Summary
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John Avery is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Highlands Ranch, CO, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,724 clients with $590M in assets under management.

Financial Gravity Family Office Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,724 clients
Average Client Portfolio
$342K average
Assets Under Management
$590.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1745 Shea Center Drive, Suite 432, Highlands Ranch, CO, 80129

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is an independent agent with Financial Gravity Enhanced Markets, LLC since 2021, selling life, accident, and other lines of insurance. He dedicates minimal time to these insurance-related activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Kingswood Capital Partners, LLCBroker
November 2021 - January 2023 · 1 yr 2 mos
Forta Financial Group, INC.
October 2005 - October 2021 · 16 yrs
Presidential Brokerage, INC.
January 1999 - December 2002 · 3 yrs 11 mos
Forta Financial Group, INC.Broker
February 1994 - December 2021 · 27 yrs 10 mos
Cohig & Associates, INC.Broker
February 1992 - February 1994 · 2 yrs
R a F Financial CorporationBroker
November 1990 - February 1992 · 1 yr 3 mos
R.B. Marich, INC.Broker
May 1988 - October 1990 · 2 yrs 5 mos
Blinder, Robinson & CO., INC.Broker
January 1984 - June 1988 · 4 yrs 5 mos
State Registrations4 states
COFLNVTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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