Frisco Financial Planning
Frisco Financial Planning is an SEC-registered ria with $131.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Frisco Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132585, SEC 801-130915, data through 2026-01-19.
- AUM (assets under management / regulatory AUM)
- $131.1M (2026-01-19)
- Firm type
- Ria
- Employees
- 1
- Clients
- 50
- CRD
- 132585
- Ownership
- GAY, JOHN, COLEMAN
How much AUM does Frisco Financial Planning have?
Frisco Financial Planning reported $131.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-19).
Who owns Frisco Financial Planning?
Disclosed owners and executives of Frisco Financial Planning include GAY, JOHN, COLEMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.