Financial Planning Services

Financial Planning Services (CRD# 114822) is a financial advisory firm headquartered in The Woodlands, TX. They manage $58,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $828,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
1
Stephen L. Gray
CRD#: 1599415
2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380
96
Wealthminder
score

Stephen Gray (CRD# 1599415) is an Investment Advisor Representative working at Financial Planning Services in The Woodlands, TX and has over 19 years of experience in the finance industry. Stephen Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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