Gray Financial Planning offers financial planning and investment advice. They provide services like cash flow analysis, retirement planning, college planning, investment analysis, and insurance analysis. For clients who want ongoing investment management, they offer investment supervisory services, including creating an investment policy statement and managing the portfolio. Gray Financial Planning acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$5.5M
Clients15
Advisors1
Avg. per Client$370K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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