Steven Margulin
Steven Margulin is a CFP, ChFC, PFS-designated registered investment advisor at Financial Gravity Family Office Services, LLC, based in Lakeway, TX, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other 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
Previous Registrations
Cwm, LLC
Retirement Extender (r)
Retirement Extender, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ws Griffith Securities, INC.Broker
State Registrations11 states
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.