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Corey Callaway

Advisor at Callaway Financial Services

Updated today
Callaway Financial Services logo

Firm

Callaway Financial Services

Location

Arlington, TX 76010

Credentials

Series 63

Industry experience

41 years

About

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.

Client services

Based on Callaway Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Callaway Financial Services

Active portfolio management Retirement income strategy

Fee options

Fixed

Flat fee, negotiable based on expected difficulty and length of engagement

Percentage

0.0625% quarterly (0.25% annually) to 0.75% quarterly (3.0% annually), negotiable based on assets and other factors

Project-based

$175 per hour for specific investment advisory services, negotiable

Other

Fee-only: Hourly fee of $175 per hour for specific investment advisory services on a per project basis, negotiable; Flat fees also offered, negotiable based on engagement

Location

301 S Center St, Suite 420

Arlington, TX 76010

Most active in

Texas

Work history

CFS Advisors LLC dba Callaway Financial Services

2014 - Present (12 years)

Callaway Financial Services

2000 - 2016 (16 years)

Callaway Insurance Agency

2000 - Present (26 years)

Callaway Financial Services, Inc.

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Warren C

Series 65

Dallas, TX

Global Fiduciary Partners

Retirement income strategy Cash flow / budgeting Roth conversion strategy Social Security optimization Medicare planning Government Employee Founder/Business Owner Mid-Career Professionals
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Anthony N

Series 65

Grand Prairie, TX

Lowercase Capital, LLC

Active portfolio management
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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