Conway Financial Group, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 84 individual clients, 52 of them high net worth.
- Its average account is about $686,000 (assets it manages divided by its 259 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Chesterfield, Missouri |
|---|---|
| [email protected] | |
| Phone | (314) 579-9157 |
Questions about Conway Financial Group, LLC
How is Conway Financial Group, LLC paid?
Conway Financial Group, LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Conway Financial Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Conway Financial Group, LLC, and 2 hold the CFP.
What is the average account at Conway Financial Group, LLC?
Conway Financial Group, LLC's average account is about $686,000. That's the assets on its Form ADV divided by its 259 accounts.
Conway Financial Group, LLC fees
Conway Financial Group, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $178 million |
| Individual clients | 32 |
| High-net-worth clients | 52 |
| Accounts managed | 259 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130486) |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 117608 |