Firm
Gray Financial Planning LLC
McKinney, Texas
Fee-only
Gray Financial Planning LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients, 5 of them high net worth.
- Its average account is about $371,000 (assets it manages divided by its 15 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | McKinney, Texas |
|---|---|
| Website | grayfinancial.net |
| [email protected] | |
| Phone | (469) 422-6082 |
Gray Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"without account minimums or conflicts of interest" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 10 |
| High-net-worth clients | 5 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 157583 |
Advisors at this firm (1)
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