John Thomas Drawdy

Financial Gravity Family Office Services, LLC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Financial Gravity Family Office Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

1,745 clients

Average Client Portfolio

$268K average

Assets Under Management

$467.2M

Fee Structure

Minimum Investment:$25K

Location

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

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History

Regulatory History (1)

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Regulatory

July 2012

Final

View Full SEC Report How 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

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

Advisor

Exams

No exam information available for this advisor.