Crestway Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Options & derivatives strategies
Occupation focus
Executive
Founder/Business Owner
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 location
Crestway Advisory Group
Plano TX, United States
Number of offices
1
Most active in
Crestway Advisory Group has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
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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.
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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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