William Sparks
William Sparks is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Midland, TX, with 3 years of industry experience. William 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
Midland, 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
William is an independent agent for Financial Gravity Enhanced Markets, LLC since May 2024, selling life, accident, and other insurance lines, dedicating minimal time to these activities. He also owns WCS 21 LLC since August 2023, focusing on private deals and dedicating minimal time to it.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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