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Parkway Wealth Management Group, LLC

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Total assets under management

$1,086,309,905

Total clients

1,266

17% high-net worth

Total advisors

16

of 16 employees

Firm size

Multi Team

Average clients per advisor

79

Average account size

$858,065

About

Parkway Wealth Management Group is a registered investment adviser that manages roughly $1.09 billion in discretionary assets and serves individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable entities, small businesses and other institutional investors. The firm offers portfolio management, comprehensive financial planning, a wrap‑fee Parkway Management Program, 401(k) plan advisory and ad hoc financial consulting services.

Parkway implements diversified, multi‑asset strategies using equities, fixed income, mutual funds, ETFs, annuity sub‑accounts and alternative investments, and offers both firm‑developed models and third‑party model managers (including BlackRock, Vanguard, State Street and Raymond James Freedom). Financial Advisors typically manage accounts on a discretionary basis, tailor asset allocation to client objectives and risk tolerance, and provide ongoing reviews and the option of separate financial planning engagements.

The brochure identifies several features that distinguish Parkway from many multi‑team peers: some advisors also maintain broker‑dealer registration with Cabot Lodge Securities and certain representatives are licensed to sell insurance, arrangements that can result in commissions or other brokerage compensation in addition to advisory fees. Parkway also provides institutional retirement‑plan services through a sub‑advisory relationship with Institutional Fiduciary Solutions and participates in Raymond James’ institutional platform—relationships the firm discloses and describes as potential sources of conflicts of interest it manages.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial Planning Services fees range from $1,500 up to or above $10,000, fixed rate negotiated per engagement

Percentage

Maximum 2.25% annually

Commissions

Commissions received from sale of insurance products; no commissions on advisory accounts

Disclosures

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

Business activities & affiliations

Main office location

Parkway Wealth Management Group, LLC

5550 Granite Parkway, Suite 180

Plano TX 75024, United States

Number of offices

5

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