Gray Colt Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gray Colt Financial Planning is a state-registered, independent advisory firm that provides ongoing asset management and written financial planning to individual and high-net-worth clients. The firm serves a very small client roster on a one-on-one basis and provides portfolio management, retirement-rollover advice and modular financial plans.
The firm’s investment approach emphasizes value-oriented, long-term holdings and strategic asset allocation, while also using options strategies and short-term special-situation investments when appropriate; portfolios are tailored to client objectives and may include client-imposed restrictions. Gray Colt Financial Planning conducts at least quarterly reviews, offers discretionary management, and uses the eMoney platform for planning, account aggregation and secure document storage.
Noteworthy characteristics include the firm’s regular public educational workshops offered free of charge and the fact that the firm’s principal holds an active insurance license but discloses that the firm does not sell insurance products to clients. The adviser is newly registered, operates as a solo practitioner with a small number of accounts and modest assets under management, a profile that can result in highly personalized service but also means certain administrative services (for example, proxy voting) are not provided by the firm.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
$200 per hour for financial planning services
Main office
St. Petersburg FL
Advisors at this office
1
Most active in
Florida · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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