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John Drawdy

Financial Gravity Family Office Services, LLC
16 Years of Experience
Woodstock, GA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Drawdy is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Woodstock, GA, with 16 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.

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

111 Towne Lake Parkway Suite 110, Woodstock, GA, 30188

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History

Regulatory History (1)
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.
Regulatory
July 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a CPA at Paragon Accounting & Tax Solutions, dedicating about half his time to tax preparation, accounting, and related services. He also owns Paragon Payroll Solutions, LLC, but dedicates no time to it, and is an independent agent for Financial Gravity Enhanced Markets, LLC, selling life and accident insurance products for a few hours per week.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
September 2015 - December 2023 · 8 yrs 3 mos
Avantax Advisory Services
September 2015 - December 2023 · 8 yrs 3 mos
Woodstock Financial Group, INC.
April 2010 - September 2013 · 3 yrs 5 mos
Woodstock Financial Group, INC.Broker
April 2010 - September 2013 · 3 yrs 5 mos
Wasserman & Associates, INC.Broker
May 2009 - December 2009 · 7 mos
1st Global Capital CORP.Broker
November 2007 - April 2008 · 5 mos
1st Global Advisors INC
November 2007 - April 2008 · 5 mos
Peachtree Planning Corporation
August 2005 - December 2005 · 4 mos
Park Avenue Securities LLCBroker
June 2005 - April 2006 · 10 mos
State Registrations1 state
GA
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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