DF
CFP
DF
CFP

David Fischer

8 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

Austin, TX

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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

David is an independent agent with Financial Gravity Enhanced Markets, LLC since 2025, selling life, accident, and other lines of insurance. He dedicates minimal time to these insurance-related activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
February 2025 - Present · 1 yr
Previous Registrations
Dai Securities, LLCBroker
January 2023 - February 2025 · 2 yrs 1 mo
Grace Capital Management, LLC
December 2019 - March 2025 · 5 yrs 3 mos
Triad Advisors LLCBroker
December 2019 - January 2023 · 3 yrs 1 mo
AXA Advisors, LLC
May 2017 - December 2019 · 2 yrs 7 mos
AXA Advisors, LLCBroker
April 2017 - December 2019 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.