This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
About Frisco Financial Planning
Frisco Financial Planning is a fee-only, fiduciary RIA led by CFP® John Gay, delivering fully virtual planning and portfolio guidance for clients nationwide, with a focus on retirees and those within 10 years of retirement. Work spans retirement planning, investments, charitable giving, education funding, benefits, insurance and estate coordination (no tax prep or insurance sales). Custodies at Schwab and primarily implements portfolios with ETFs, including faith-integrated planning for Christian clients.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN COLEMAN GAY
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2778797
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,062,915 | $590,373 |
| Non-Discretionary | $0 | -- |
| Total | $131,062,915 | $590,373 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing