Brian Lang
Brian Lang is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Austin, TX, with 5 years of industry experience. Brian 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
Austin, TX
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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
Brian owns and manages rental properties through Appleton Group Investments One since 2013, and is the CEO & Tax Planning/Preparer for Austin Executive Tax, LLC and Upside CFO Services, LLC since 2019. Brian is also an Independent Agent for Financial Gravity Enhanced Markets, LLC, licensed to sell life, accident, and other lines of insurance, dedicating minimal time to insurance activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Upside Financial
State Registrations1 state
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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