Loren Grabau
Loren Grabau is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Los Alamos, CA, with 6 years of industry experience. Loren 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
325 Bell Street, Los Alamos, CA, 93440
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Regulatory History (3)
Customer Dispute
December 2025Employment Separation After Allegations
August 2025Employment Separation After Allegations
August 2025Other Business Activities
Loren is a registered representative at Crosby Investment Group, a 50% owner of X Advisors (a state Registered Investment Advisor), and actively manages client accounts through Cherry Creek Capital Management. He also spends a few hours per week on payroll and health benefits through Paxton Consulting Group, and minimal time on a business entity for tax purposes.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
X Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations3 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.