Frisco Financial Planning LLC
● SEC registered since 2024CRD 132585SEC# 801-130915
Reg. AUM
$131.1M
Employees
1
Accounts
222
Location
—
Frisco Financial Planning LLC assets under management
Frisco Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $131.1 million in regulatory assets under management and employs 1 people.
Frisco Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Coleman Gay Control | President/Cco | Over 75% | 2004 |
Frequently asked questions
How much does Frisco Financial Planning LLC manage?
Frisco Financial Planning LLC reports $131.1 million in regulatory assets under management on its Form ADV.
How many employees does Frisco Financial Planning LLC have?
Frisco Financial Planning LLC reports 1 employees.
Does Frisco Financial Planning LLC disclose fund performance?
Frisco Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 469-248-6237 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$131.1Mregulatory AUM
Discretionary $131.1M