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CFP · ChFC · PFS
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CFP · ChFC · PFS

Steven Margulin

Financial Gravity Family Office Services, LLC
33 Years of Experience
Highlands Ranch, CO
1 DisclosureSells Insurance
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Steven Margulin is a CFP, ChFC, PFS-designated registered investment advisor at Financial Gravity Family Office Services, LLC, based in Highlands Ranch, CO, with 33 years of industry experience. Steven 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
—
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Location

Highlands Ranch, CO

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History

Regulatory History (1)
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Customer Dispute
January 2009
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven is a CFP®, ChFC, PFS, and CPA, and may offer related advice or products. He is also an insurance agent selling fixed insurance and annuities since 1993, and an independent agent for Financial Gravity Enhanced Markets, LLC since 2023, selling life, accident, and other insurance lines; these insurance activities take minimal time.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Cwm, LLC
July 2018 - March 2023 · 4 yrs 8 mos
Retirement Extender (r)
March 2013 - January 2019 · 5 yrs 10 mos
Retirement Extender, INC.
July 2010 - January 2014 · 3 yrs 6 mos
Centaurus Financial, INC.
July 2003 - December 2013 · 10 yrs 5 mos
Centaurus Financial, INC.Broker
April 2003 - August 2018 · 15 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2001 - March 2003 · 1 yr 4 mos
National Planning CorporationBroker
November 2001 - March 2003 · 1 yr 4 mos
Ws Griffith Securities, INC.Broker
August 1993 - December 2001 · 8 yrs 4 mos
State Registrations11 states
ARCACOFLMONCNMNVORPATX
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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