GRAY FINANCIAL PLANNING LLC

Overview

Gray Financial Planning LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm leans toward equity-centric portfolios, using exchange-traded equities as its primary core exposure and supplementing those positions with mutual funds. Fee arrangements are flexible and client-facing: the firm charges a percentage of assets under management, and it also offers hourly and fixed-fee engagements for planning work or discrete projects. Investment activity is concentrated and hands-on. The firm reports that all assets are managed on a non-discretionary basis, which implies client-by-client approval for trades and portfolio changes rather than a delegated discretionary model. Gray Financial Planning LLC does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices