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Advisor

Barron Gray

Gray Financial Planning LLC · McKinney, Texas

Barron Gray is a fee-only financial advisor at Gray Financial Planning LLC in McKinney, Texas, who holds the CFP and MBA credentials. Barron focuses on retirement planning. Gray Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPMBA

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Specialties

Facts

FirmGray Financial Planning LLC
Based in McKinney, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Fees (firm's website)No asset minimum
Assets under management$5.6M across 15 accounts
CredentialsCFP · MBA
SEC registration Investment adviser representative in AR, TX · CRD 5581783
Exams passedSeries 66 (2008)
Firm size1 employee
Disclosures None reported
Websitegrayfinancial.net

How Barron's firm compares

  • Gray Financial Planning LLC's average account is about $371,000, from its Form ADV (assets managed divided by 15 accounts).

What fee-only advisors charge in Texas

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Questions about Barron

Is Barron Gray a fee-only financial advisor?

Yes. Barron Gray is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Barron's firm.

How does Barron charge for financial advice?

Barron's firm, Gray Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

How much does Barron charge?

According to Gray Financial Planning LLC's website, checked October 28, 2026: no asset minimum.

Where is Barron Gray based?

Barron Gray is based in McKinney, Texas.

What does Barron specialize in?

Barron's specialties include retirement planning.

What credentials does Barron Gray hold?

Barron Gray holds the CFP and MBA credentials.

Is Barron Gray registered with the SEC?

Yes. Barron Gray is registered as an investment adviser representative in AR and TX (CRD 5581783), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Gray Financial Planning LLC manage?

Gray Financial Planning LLC reports $5.6M across 15 accounts in assets under management.

How do I contact Barron Gray?

Through Barron's website, grayfinancial.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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Where this information comes from

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