Patricia Conway
Conway Financial Group · Chesterfield, Missouri
Patricia Conway is a fee-only financial advisor at Conway Financial Group in Chesterfield, Missouri, who holds the CFP credential. Conway Financial Group reports charging fixed fees on its Form ADV.
Request an introduction to Patricia →
Facts
| Firm | Conway Financial Group |
|---|---|
| Based in | Chesterfield, Missouri |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $177.7M across 259 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 1989122 |
| Exams passed | Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.conwayfinancialgroup.com |
How Patricia's firm compares
- Conway Financial Group's average account is about $686,000, from its Form ADV (assets managed divided by 259 accounts).
Request an introduction to Patricia
Tell Patricia a little about what you're looking for. Patricia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patricia
Is Patricia Conway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Conway Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Conway Financial Group, reports charging fixed fees on its SEC Form ADV.
Where is Patricia Conway based?
Patricia Conway is based in Chesterfield, Missouri.
What credentials does Patricia Conway hold?
Patricia Conway holds the CFP credential.
Is Patricia Conway registered with the SEC?
Yes. Patricia Conway is registered as an investment adviser representative in MO and TX (CRD 1989122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conway Financial Group manage?
Conway Financial Group reports $177.7M across 259 accounts in assets under management.
How do I contact Patricia Conway?
Through Patricia's website, www.conwayfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chesterfield
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.