John Gray is a CFP-designated registered investment advisor at John P. Gray Financial Planning, LLC, based in Bishop, GA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
John P. Gray Financial Planning charges either an hourly fee of $250 or an annual fixed fee for investment management and financial planning services. The maximum annual fee is $5,000. Fees are negotiable based on the scope of services. These fees are separate from mutual fund expenses and custodial fees.
Location
Bishop, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John serves as the manager of Tennille Holding Company LLC, a family-owned holding company with rental properties and notes secured by residential homes, since November 2016. He spends a few hours per week overseeing rent collection, note payments, and property management.
Employment History
Current Registrations
John P. Gray Financial Planning, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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