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Kristopher Blasl

7 Years of Experience
Leander, TX
Sells Insurance

Kristopher Blasl is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Leander, TX, with 7 years of industry experience. Kristopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,724 clients
Average Client Portfolio
$342K average
Assets Under Management
$590.5M

Fee Structure

Minimum Investment:$25K

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.

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Location

Leander, 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

Kristopher owns Wurst Friends, LLC, a short-term real estate rental company, since 2021. He is also an independent agent for Financial Gravity Enhanced Markets, LLC since 2023 and dedicates minimal time to insurance-related activities.

Employment History
Current Registrations
Previous Registrations
49 Financial
January 2023 - May 2024 · 1 yr 4 mos
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
January 2020 - July 2020 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2019 - January 2024 · 4 yrs 1 mo
AXA Advisors, LLC
October 2019 - November 2019 · 1 mo
AXA Advisors, LLCBroker
June 2018 - November 2019 · 1 yr 5 mos
State Registrations3 states
COFLTX
Advisor

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
No exam information available for this advisor.
Kristopher Blasl - Financial Advisor | TrueAdvisor