Parkway Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“The fee for Financial Planning Services typically ranges from $1,500 up to or above $10,000.”

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

How Parkway Wealth Management Group, LLC bills

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

• “Fees are payable quarterly in advance based on the gross market value of the account on the last day of the previous quarter, including any cash balance.”
• “Clients do not pay any extra fee to IFS. 401(k) plan fees are calculated in arrears based on the value of the plan assets on the last day of the calendar quarter.”
• “Fees for Financial Planning Services are billed separately from investment management fees.”

How Parkway Wealth Management Group, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 13 other planners in Plano that publish a flat or project fee charge less.

About Parkway Wealth Management Group, LLC

• Firm size: 27 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.95% a year

Clients

1,310

Employees

27

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$1,221,589,261

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

333971

Website

linkedin.com/company/parkway-wealth-management-group-llc (opens in new tab)

Phone

(972) 502-9340

Can advise clients in 18 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Michigan, North Carolina, Nebraska, New Hampshire, New York, Oklahoma, Tennessee, Texas, Washington

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano