John Gay is a CFP-designated registered investment advisor at Frisco Financial Planning, based in Frisco, TX, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Gen X, High Net Worth, Investment Management, and 1 more. Their firm serves 50 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.55% |
FFP maintains a quarterly minimum fee that ranges from $0 to $3,000, which increases each calendar year by 3%. New clients will pay a start-up fee between $0 and $4,000. FFP may waive the quarterly minimum fees and/or start-up fees at FFP discretion.
Fee Estimator
Contact
John Gay
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Frisco Financial Planning
Previous Registrations
Chase Investment Services CORP.
Charles Schwab & CO., INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
John Gay is a Certified Financial Planner in Frisco, Texas who has been advising individuals on financial planning issues for over twenty-seven years.