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.
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Specialties
Facts
| Firm | Gray 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 |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AR, TX · CRD 5581783 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | grayfinancial.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).
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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
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Gray Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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