Arroyo Grande, CA Office

Financial Gravity Family Office Services, LLC provides comprehensive and tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high‑net‑worth clients, retirement plans, trusts, estates and charitable organizations. The firm implements advice through investment policy statements and managed account programs and also advises on employer‑sponsored retirement plans and 529 accounts.

The firm constructs portfolios using fundamental, technical and cyclical analysis and implements strategies across a wide range of securities (including ETFs, mutual funds, REITs, options and structured products), frequently using third‑party sub‑advisors and model portfolios. Financial Gravity commonly recommends and oversees sub‑advisors — including an affiliated asset management firm — and retains ongoing monitoring and client oversight while delegating implementation to those programs when selected.

Distinctive features disclosed in the ADV include formal affiliations with a parent company and related affiliates that provide asset management, insurance distribution and accounting/tax services, and several advisory personnel who are licensed insurance agents or accountants, as well as the firm’s reported relationships with insurance company clients. The brochure also directs prospective clients to review the firm’s Form ADV Part 1 for details on legal or disciplinary disclosures and other material relationships, a level of transparency that the firm highlights relative to many peers.