AW
AW

Ashley Christine Winters

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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
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Location

2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Ashley is an independent agent with Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance. She dedicates minimal time to these insurance-related activities, which presents a conflict of interest due to additional compensation.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Forta Financial Group, INC.
November 2020 - October 2021 · 11 mos
State Registrations3 states
CANMTX
Advisor
Exams
No exam information available for this advisor.
Ashley Christine Winters - Financial Advisor | TrueAdvisor