Frisco Financial Planning

Frisco Financial Planning (CRD# 132585) is a financial advisory firm headquartered in Frisco, TX. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Frisco Financial Planning
Showing 1 - 1 of 1 top financial advisors.
John C. Gay
CRD#: 2778797
2770 Main Street, Suite 215, Frisco, TX 75033

John Gay (CRD# 2778797) is an Investment Advisor Representative working at Frisco Financial Planning in Frisco, TX and has over 20 years of experience in the finance industry. John Gay 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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