A complete list of active advisors currently associated with Frisco Financial Planning

Warmer can help you find a great advisor at Frisco Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Frisco Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Gay	Frisco, TX	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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