John Walters
John Walters is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in St. Petersburg, FL, with 15 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.
Fee Estimator
Location
1015 Dartmoor N., St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (2)
Criminal
September 1977Criminal
August 1977Other Business ActivitiesSells Insurance
John works as an accountant and bookkeeper for Lewalt Consulting Groupe, LLC, dedicating nearly full-time hours. He is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Hd Vest Investment ServicesBroker
State Registrations1 state
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
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