Parkway Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,181,589,445
Clients
1,310
Advisors
18
across 2 offices
About
Parkway Wealth Management Group, LLC is a registered investment adviser that manages about $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit‑sharing plans, charitable entities and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) plan advisory services (through a sub‑advisory arrangement with Institutional Fiduciary Solutions), and ad hoc financial consulting.
Parkway describes a holistic, personalized investment approach that constructs diversified portfolios across equities, fixed income, mutual funds, ETFs, annuity sub‑accounts and alternative investments, with strategies that range from conservative to aggressive. The firm uses both in‑house asset allocation models and third‑party managers or model recommendations, and typically manages client accounts on a discretionary basis; it also offers a wrap program (The Parkway Management Program) through Raymond James that combines custody, trading and advisory services.
Several operational and compensation features distinguish Parkway from many peers: some of its financial advisors are also registered representatives of an unaffiliated broker‑dealer and may recommend brokerage products, and the firm’s advisers may act as licensed insurance agents and receive commissions for insurance sales. Parkway also sponsors a wrap program at Raymond James and discloses receipt of research, marketing and event sponsorship dollars from investment providers and participation in third‑party lead‑generation programs, all of which are noted as potential conflicts and are disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services typically range from $1,500 up to or above $10,000; Financial Consulting fees based on specific project and agreed upon case-by-case.
up to 1.95% annually
Commission on the sale of insurance products; commissions paid directly from insurance companies to Parkway.
Main office
See office5550 Granite Parkway, Suite 180
Plano TX 75024
Advisors at this office
16
Offices (2)
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Michigan · Nebraska · New Hampshire · New York · North Carolina · Oklahoma · Tennessee · Texas · Washington
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)