Gray Financial Planning

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

208 E Louisiana Ste 319, Mc Kinney, Texa...

Phone Number

(469) 422-6082

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Gray Financial Planning

Gray Financial Planning is a fee-only financial planning firm that provides independent and objective financial advice without conflicts of interest. They specialize in various services including cash flow analysis, retirement planning, college funding, investment analysis, and insurance analysis, catering primarily to individuals and families. The firm is led by Dan Gray, a Certified Financial Planner, who emphasizes ethical practices and personalized financial strategies. With over 10 years of experience, Gray Financial Planning aims to help clients achieve their financial goals through a comprehensive and collaborative planning process.Explore more
Gray Financial Planning's Social MediaPopular SearchesGray Financial Planning LLCGray Financial IncFinancial Planning LLCGray DanSIC Code 62,628NAICS Code 52,523Show more

Gray Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gray Financial Planning

<$5M
1-10
Private
-
2011
DG
Dan GrayFinancial Planner
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
11-50
Private
-
-
Walter Romatowski, Founder & President at Castellan Financial Advisors
Walter RomatowskiFounder & President
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
-
2016
DG
Debbie GuthrieSenior Vice President
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Activity Insights

Gray Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gray Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gray Financial Planning.

Gray Financial Planning Tech Stack

A closer look at the technologies used by Gray Financial Planning

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Frequently Asked Questions Regarding Gray Financial Planning

What is Gray Financial Planning's official website?
Gray Financial Planning's official website is www.grayfinancial.net
What is Gray Financial Planning's Revenue?
Gray Financial Planning's revenue is <$5 Million
What is Gray Financial Planning's SIC code?
Gray Financial Planning's SIC: 62,628
What is Gray Financial Planning's NAICS code?
Gray Financial Planning's NAICS: 52,523
How many employees does Gray Financial Planning have?
Gray Financial Planning has 1-10 employees
What industry does Gray Financial Planning belong to?
Gray Financial Planning is in the industry of: Finance, Securities Trading
What is Gray Financial Planning competition?
Gray Financial Planning top competitors include: Horizons Wealth Management, Copper Canyon Wealth Management, Castellan Financial Advisors, Boston Retirement Group
What technology does Gray Financial Planning use?
Some of the popular technologies that Gray Financial Planning uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Gray Financial Planning?
Gray Financial Planning contact info: Phone number: (469) 422-6082 Website: www.grayfinancial.net
What does Gray Financial Planning do?

Gray Financial Planning is a fee-only financial planning firm that provides independent and objective financial advice without conflicts of interest. They specialize in various services including cash flow analysis, retirement planning, college funding, investment analysis, and insurance analysis, catering primarily to individuals and families. The... firm is led by Dan Gray, a Certified Financial Planner, who emphasizes ethical practices and personalized financial strategies. With over 10 years of experience, Gray Financial Planning aims to help clients achieve their financial goals through a comprehensive and collaborative planning process.Read More

What are Gray Financial Planning social media links?
Gray Financial Planning Linkedin page
Is Gray Financial Planning a public company?
Gray Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Gray Financial Planning

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