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Keith Weinman

Financial Gravity Family Office Services, LLC
15 Years of Experience
Loveland, CO
3 DisclosuresSells Insurance
View SEC Summary
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Keith Weinman is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Loveland, CO, with 15 years of industry experience. Keith 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

Loveland, CO

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History

Regulatory History (3)
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.
Criminal
December 1998
Final Disposition
Criminal
October 1998
Final Disposition
Criminal
August 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Keith is an independent agent with Financial Gravity Enhanced Markets, LLC, 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
December 2021 - January 2023 · 1 yr 1 mo
Forta Financial Group, INC.
February 2012 - October 2021 · 9 yrs 8 mos
Forta Financial Group, INC.Broker
January 2011 - December 2021 · 10 yrs 11 mos
Dain Bosworth IncorporatedBroker
April 1990 - May 1990 · 1 mo
State Registrations3 states
CONETX
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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