GRAY FINANCIAL PLANNING LLC

GRAY FINANCIAL PLANNING LLC of MCKINNEY, TX is an SEC-registered investment adviser (CRD 157583). Regulatory assets under management: $5.6M.

Registration

• CRD: 157583
• Type: Registered investment adviser
• Location: 208 E LOUISIANA STREET, MCKINNEY, TX, 75069
• Phone: 469-422-6082
• Latest filing: 2026-03-10
• Regulatory AUM: $5.6M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search