Stephen Gray is a CFP-designated registered investment advisor at Financial Planning Services, based in The Woodlands, TX, with 14 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fee structure is negotiable.
Fee Estimator
Location
2002 Timberloch Pl., Ste. 200, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen provides tax preparation services to individuals and businesses as a CPA since 1998. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Financial Planning Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.