Barron Gray is a CFP-designated registered investment advisor at Gray Financial Planning LLC, based in Mckinney, TX, with 17 years of industry experience. Barron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15 clients with $5.5M 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 | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable at the discretion of the firm principal.
Fee Estimator
Contact
Barron Gray
Location
208 E Louisiana Street, Suite 319, Mckinney, TX, 75069
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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 →Other Business Activities
Barron owns four short-term vacation rental properties, dedicating about 10-20% of his time to this. He is also a member/owner of D&G Networking Enterprises, LLC, spending a few hours per week providing consulting services for network and phone equipment maintenance and upgrades.
Employment History
Current Registrations
Gray Financial Planning LLC
Previous Registrations
Edward Jones
State Registrations2 states
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
Dan Gray CFP® adheres to the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner Board of Standards Inc. and accepts the obligations not only to comply with the mandates and requirements of all applicable laws and regulations but also to take responsibility to act in an ethical and professional manner in all professional services and activities.