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Alan Scher is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Boulder, CO, with 1 years of industry experience. Alan 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.

Financial Gravity Family Office Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,724 clients
Average Client Portfolio
$342K average
Assets Under Management
$590.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1650 38th St Ste 201W, Boulder, CO, 80301

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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 Activities

Alan is the VP of Operations at Advanced Marketing Strategies, LLC, providing management of accounting practice, controllership, and bookkeeping services, dedicating about a quarter of his time. He is also a Partner & Director of Tax & Accounting at Scher Group, PLLC, dedicating nearly full-time hours, and a Sole Proprietor & Co-Owner involved in residential rental activities, dedicating minimal time.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
August 2024 - Present · 2 yrs 2 mos
State Registrations1 state
CO
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.
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