Parkway Wealth Management Group, LLC
Plano, TX·SEC-registered · CRD #333971
Parkway Wealth Management Group, LLC is an SEC-registered investment advisory firm in Plano, TX managing $1.2B across 4.4k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
4.4k
Advisory staff
16
Fee model
Fee-based
How Parkway Wealth Management Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL PARKWAY WEALTH MANAGEMENT GROUP, LLC
See how Parkway compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Parkway Wealth Management Group, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Parkway Wealth Management Group, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Parkway Wealth Management Group, LLC
How much does Parkway Wealth Management Group, LLC manage?
Per its most recent SEC Form ADV filing (03/05/2026), Parkway Wealth Management Group, LLC reports $1.2B in regulatory assets under management across roughly 4.4k client accounts.
How does Parkway Wealth Management Group, LLC charge?
Parkway Wealth Management Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Parkway Wealth Management Group, LLC a fiduciary?
Yes. Parkway Wealth Management Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #333971), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Parkway Wealth Management Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Parkway Wealth Management Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Plano, TX
Profile compiled from Parkway Wealth Management Group, LLC's public SEC Form ADV filing (CRD #333971, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Parkway Wealth Management Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Parkway Wealth Management Group, LLC? Claim this profile.