Crestway Advisory Group
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About
Crestway Advisory Group offers discretionary and non‑discretionary portfolio management and retirement‑planning services aimed at professionals, executives and business owners, and the firm’s most recent filing reports no current advisory clients or assets under management. The adviser also coordinates income‑planning recommendations through an affiliated insurance business rather than delivering those services directly from the advisory entity.
Investment advice is customized to client goals and uses a blend of fundamental, quantitative, qualitative and technical analysis, with asset‑allocation and tactical strategies; the firm may employ ETFs, mutual funds, options and margin in client portfolios and conducts account reviews at least annually. In addition to portfolio management and planning, the firm produces educational content (blogs and videos), maintains a subscriber newsletter, and offers complimentary group workshops and courses; financial planning is offered on an hourly basis.
Compared with many investment‑manager peers, the firm’s brochure highlights several uncommon features: an affiliation with an insurance company and personnel who act as independent insurance agents, acceptance of certain commissions for product sales, and an ongoing program of periodicals, online videos and educational seminars. The combination of insurance‑related activities and the use of hourly planning fees is disclosed as a potential source of conflicts of interest and is presented in the firm’s regulatory disclosure.
Client services
Expertise
Occupation focus
Fee options
Under $1,000,000 - $5,000,000: 0.10% to 2.00% $5,000,001+: Negotiable Employer Sponsored Retirement Plans+: 0% to 1%
Accepts commissions for sale of securities or other investment products including asset-based sales charges or service fees from mutual funds
Retirement planning fees charged at $300/hour
Account minimum: $100,000 minimum, but may be lowered at the firm's discretion Fee-only: Investment management on AUM basis; hourly fees for financial planning; initial consultation fees $0-$495; education courses/workshops complimentary
Main office
Plano TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Crestway Advisory Group · Crestway Insurance Group, LLC · Crestway Insurance Group, LLC Dba
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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