Dean Specker
Dean Specker is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Warrensburg, MO, with 8 years of industry experience. Dean 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.
Fee Estimator
Location
618 N Maguire #1, Warrensburg, MO, 64093
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean is an office manager, board member, and 50% shareholder of FR Investment Inc. DBA Central Financial Services, which provides accounting, payroll, income tax preparation, life and health insurance, and fixed index annuities, dedicating a few hours per week. He is also a self-employed CPA, spending about 10-20% of his time preparing financial reviews, and sells online merchandise as a sole proprietor, dedicating minimal time. Additionally, Dean is an independent agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating minimal time.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Forta Financial Group, INC.
Sofos Investments, INC.
Onpointe Advisory and Financial Services, LLC
State Registrations2 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
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