Lori Dietzler is a CFP-designated registered investment advisor at Zero Gravity Financial, LLC, based in Atlanta, GA, with 5 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 26 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered at no additional cost to clients who engage in ongoing financial planning. There are no separate fees for managing your investments if you are a financial planning client.
Contact
Lori Dietzler
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Zero Gravity Financial, LLC
State Registrations3 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.
Exams
Additional Information
Lori Dietzler, CFP® is a fee-only financial planner and founder ofZero Gravity Financial, LLC.