# Trey Touchstone

> Trey Touchstone is a fee-only financial advisor at Lifeway Financial in Plano, Texas, who holds the CFA credential. Trey focuses on retirement planning, tax planning and estate & legacy planning. Lifeway Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/trey-touchstone/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lifeway Financial
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $358.7M across 491 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Divorce financial planning
- **Works with:** Divorced individuals, Mid-life transitions
- **CRD:** 5833870 (https://adviserinfo.sec.gov/individual/summary/5833870)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.lifewayfinancial.com

## Frequently asked questions

### Is Trey Touchstone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trey holds no broker registration, and Lifeway Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Trey charge for financial advice?

Trey's firm, Lifeway Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Trey Touchstone based?

Trey Touchstone is based in Plano, Texas.

### What does Trey specialize in?

Trey's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning. Trey works with divorced individuals and mid-life transitions.

### What credentials does Trey Touchstone hold?

Trey Touchstone holds the CFA credential.

### Is Trey Touchstone registered with the SEC?

Yes. Trey Touchstone is registered as an investment adviser representative in TX (CRD 5833870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lifeway Financial manage?

Lifeway Financial reports $358.7M across 491 accounts in assets under management.

### How do I contact Trey Touchstone?

Through Trey's website, www.lifewayfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5833870): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lifewayfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.