Trey Touchstone
Lifeway Financial · Plano, Texas
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.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Lifeway Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $358.7M across 491 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5833870 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lifewayfinancial.com |
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Questions about Trey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Lifeway Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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