Gray Financial Planning LLC

Gray Financial Planning LLC (CRD# 157583) is a financial advisory firm headquartered in McKinney, TX. They manage $1,500,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $115,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

AR, TX

Financial Advisors at Gray Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Barron D. Gray
CRD#: 5581783
201 1/2 East Virginia, Suite #6, McKinney, TX 75069
96
Wealthminder
score

Barron Gray (CRD# 5581783) is an Investment Advisor Representative working at Gray Financial Planning LLC in McKinney, TX and has over 8 years of experience in the finance industry. Barron 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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