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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2011
- Office Locations
- 1
Office Locations
About Financial Planning Services
Financial Planning Services is a THE Woodlands-based RIA. The firm has been operating for 15 years. Managing $106.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 88 clients, or 88 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on January 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
STEPHEN LEWIS GRAY
Owner
- CRD
- #1599415
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,000,000 | $437,500 |
| Non-Discretionary | $0 | -- |
| Total | $106,000,000 | $437,500 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Planning Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.