A complete list of active advisors currently associated with Gray Financial Planning LLC

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

The firm provides financial planning, investment consultation, and investment supervisory services to individuals, estates, trusts, and small businesses. It is a single‑advisor independent registered investment adviser with a small client base and approximately $5.6 million in assets under management. The firm generally operates on a non‑discretionary basis, meaning clients retain final approval of trade execution rather than delegating discretionary authority, and investment supervisory engagements are performed with prior client authorization. Its investment approach applies Modern Portfolio Theory principles and a long‑term, buy‑and‑hold orientation using index mutual funds, ETFs, and occasional individual securities with periodic rebalancing. Distinctive features include the firm’s primary reliance on non‑discretionary AUM—a relatively uncommon model among peers—and the principal’s professional credentials and technical background coupled with disclosed outside business activities (short‑term rental properties and an IT/networking consulting entity). The firm also offers educational workshops, operates on a fee‑only basis while typically recommending no‑load or low‑load investments, and coordinates with clients’ other advisors when requested.

To learn more about the advisors currently working at Gray Financial Planning LLC, 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.