Lauren Fischer
Investment adviser representative at Financial Gravity Family Office Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$590.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Financial Gravity Family Office Services, LLCFeb 2025 to now
- Grace Capital Management, LLCAug 2022 to Feb 2025
- UnemployedMar 2022 to Aug 2022
- Ark FinancialNov 2021 to Mar 2022
- UnemployedSep 2021 to Nov 2021
- Artemis Capital ManagementOct 2017 to Sep 2021
- Sali Fund ServicesMay 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7220771
- Firm CRD
- 316024