Callaway Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Our Fees for Financial Planning and Consulting – We charge an hourly fee of $175 for specific investment advisory services on a per project basis with no annual asset fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Callaway Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are negotiable based on the dollar value of assets, expected level of activity, task difficulty in providing contracted investment advisory services and our frequency of reporting requirements.”
• “Our fee is calculated and billed to you at the end of each period (in arrears).”
• “Our fees are either deducted from your investment account or billed directly to you per your initial choice.”

How Callaway Financial Services’ fees compare

• Its hourly rate of $175 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.

About Callaway Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

227

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$22,590,319

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

172117

Website

cfsadvisors.financial (opens in new tab)

Phone

(817) 274-4877

Other planners in Arlington that publish fees

• Plumb FinancialArlington$125⁠-⁠$150/mo, $1,500⁠-⁠$1,800/yr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

Compare all 1,092 planners in Texas