AdFi
FF

Frisco Financial Planning

SEC Registered

Biblical financial stewardship for high net worth retirees

https://friscofinancialplanning.com469-248-6237
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
222

About the firm

Frisco Financial Planning LLC (FFP) is an all-virtual online financial planning firm and Registered Investment Adviser located in Frisco, Texas, run by John Gay, CFP®. The firm serves clients locally, throughout Texas, and across the U.S., offering financial planning from a Christian Worldview perspective. It operates as a fee-only, fiduciary, solo-planner practice.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInsurance Companies

Areas of expertise

Retirement PlanningBiblical Financial StewardshipFee-onlyFiduciaryCFPCertified Kingdom AdvisorCharitable GivingEstate PlanningEducation FundingEmployee BenefitsInsurance+3 more

Services

Investments, retirement planning, charitable giving and stewardship, education funding, employee benefits, insurance, estate planning, and most other planning topics related to personal finance.

Who they serve

Newly retired individuals or those within ten years of retirement, including high net worth retirees; serves clients locally in the Dallas area, throughout Texas, and across the U.S.

Client segmentClientsAssets managed
Individuals (Non-HNW)7$4.2M
High Net Worth Individuals43$127M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

1 total clients reported on Form ADV.

Leadership

John Coleman Gay
PRESIDENT/CCO

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#132585
SEC Number
801-130915
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of January 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frisco Financial Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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