Crestway Advisory Group fees and pricing

Financial planner in Plano, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 25, 2023, Crestway Advisory Group charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 25, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “$300/Hour Crestway Advisory Group charges an hourly fee for financial planning.”

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

“In certain circumstances, fees may be negotiable.”
“Crestway Advisory Group fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
“In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro- rated basis contingent on the number of days.”

Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
8 of the 15 other planners in Plano that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 309278
Website: crestwaygroup.com (opens in new tab)
Phone: (888) 274-1145

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.