Frisco Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Frisco Financial Planning is a small, independent SEC-registered advisory firm that serves individuals, businesses, and trustees with fee-for-service financial planning, investment advice, and discretionary asset management. It also offers limited-scope, pay-as-you-go project planning and consults on retirement planning, college funding, employee benefits, and stock option analysis.
The firm’s investment approach centers on asset allocation and diversified exposure, typically implemented through mutual funds and exchange-traded funds rather than individual stocks or bonds, after gathering client goals, financial data, and risk tolerance. Asset management is provided on a discretionary basis with ongoing supervision and periodic account reviews, and fees are billed quarterly based on account values.
Compared with many solo advisers, Frisco Financial Planning actively maintains an online presence for disclosures, pays membership and advertising fees to industry organizations and media outlets for directory placement, and has historically provided clients with periodic informational updates. The firm has a formal succession agreement with Wave Wealth Management and its principal holds CFP® and CKA® credentials, which may be relevant to clients concerned about continuity and faith-based planning expertise.
Client services
Expertise
Demographic focus
Fee options
Project planning fees quoted in advance per engagement; pay-as-you-go basis; amounts vary by client and project
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.70% $6,000,001+: 0.55%
Minimum fee: Quarterly minimum fee ranges from $0 to $3,000, increasing 3% per year; startup fees between $0 and $4,000; minimum fees may be waived at firm's discretion Fee-only: Fee-only compensation; no commissions received by the firm
Main office
Frisco TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Flat Fee Portfolios · Frisco Financial Planning · Frisco Financial Planning LLC · Gay, John Coleman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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