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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VectorCrest +more
- Established Date
- 06-13-2011
- Office Locations
- 1
Office Locations
About Gray Financial Planning LLC
Gray Financial Planning is a fee-only, conflict-free CFP®-led firm serving individuals and families with ongoing financial planning and investment guidance, with no account minimums. Services include cash-flow/budgeting, retirement projections and distribution strategy, college funding, investment and portfolio design, and insurance risk analysis, with planning integrated across taxes and estate considerations. Owner Dan Gray is a Garrett Planning Network member (since 2011); portfolios are often implemented with ETFs and high-quality bonds.
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Owner & Executives
BARRON DANIEL GRAY II
Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #5581783
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,571,454 | -- |
| Total | $5,571,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,571,454
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $680,222,588 | 8.8% |
| Corporate - Investment Grade | $1,430,013,396 | 18.5% |
| Municipal Bonds | $1,422,283,594 | 18.4% |
| Cash | $780,710,016 | 10.1% |
| U.S. Government/Agency | $1,654,177,658 | 21.4% |
| Corporate - Non-Investment Grade | $1,762,394,890 | 22.8% |
| Total | $7,729,802,142 | 100.0% |