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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FoundationQuantum ridge +more
- Established Date
- 10-20-2022
- Office Locations
- 1
Office Locations
About BY Design Financial Planning
By Design Financial Planning is a Greensboro, NC–based advisory firm providing transparent financial planning and related guidance (tax, estate, and insurance planning) for growth-oriented individuals and business owners seeking an ongoing advocate. Investment work spans asset allocation and active management using vehicles such as mutual funds, fixed income, and ETFs, with support for socially responsible/ESG preferences. Led by a CFP professional and affiliated with NAPFA and XY Planning Network.
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Owner & Executives
Travis Ray
Chief Compliance Officer, Financial Professional, FOUNDER
- CRD
- #7629688
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,913,003 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,913,003 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,913,003
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $838,771,564 | 25.0% |
| Cash | $291,892,504 | 8.7% |
| Corporate - Investment Grade | $288,537,418 | 8.6% |
| U.S. Government/Agency | $201,305,175 | 6.0% |
| Equity - Exchange | $734,763,890 | 21.9% |
| Municipal Bonds | $999,815,705 | 29.8% |
| Total | $3,355,086,256 | 100.0% |