# John Gray

> John Gray is a fee-only financial advisor at Hamilton Gray Wealth Management in Houston, Texas. John charges an ongoing planning fee and focuses on estate & legacy planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/john-gray/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hamilton Gray Wealth Management
- **Based in:** Houston, Texas
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $161.7M across 62 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 5145767 (https://adviserinfo.sec.gov/individual/summary/5145767)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2007), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.hamiltongraywealth.com

## Frequently asked questions

### Is John Gray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Hamilton Gray Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges an ongoing planning fee.

### Where is John Gray based?

John Gray is based in Houston, Texas.

### What does John specialize in?

John's specialties include estate & legacy planning, tax planning and small business owners. John works with multi-generational families and ultra high net worth.

### Is John Gray registered with the SEC?

Yes. John Gray is registered as an investment adviser representative in TX (CRD 5145767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hamilton Gray Wealth Management manage?

Hamilton Gray Wealth Management reports $161.7M across 62 accounts in assets under management.

### How do I contact John Gray?

Through John's website, www.hamiltongraywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5145767): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hamiltongraywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.