Thomas Williams
Thomas Williams is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Lakeway, TX, with 9 years of industry experience. Thomas 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)
Criminal
December 2005Other Business ActivitiesSells Insurance
Thomas is a Managing Partner at Advisant Financial LLC, overseeing day-to-day operations, dedicating about 70% of his time to this role. 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 activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Triumph Capital Management
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
BMO Capital Markets CORP.Broker
State Registrations9 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.