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CFP
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CFP

Christopher Colon

Parkway Wealth Management Group, LLC
13 Years of Experience
Plano, TX
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Colon is a CFP-designated registered investment advisor at Parkway Wealth Management Group, LLC, based in Plano, TX, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,342 clients with $1.2B in assets under management.

Parkway Wealth Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,342 clients
Average Client Portfolio
$910K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Maximum annual fee is 1.95%. Fees are negotiable and stated in the client's Investment Advisory Agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5550 Granite Parkway, Suite 180, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is separately licensed as an independent insurance agent via Once Insurance Solutions.

Employment History
Current Registrations
Parkway Wealth Management Group, LLC
April 2025 - Present · 1 yr 7 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
April 2025 - June 2025 · 2 mos
Raymond James Financial Services, INC.Broker
April 2018 - March 2025 · 6 yrs 11 mos
Raymond James Financial Services Advisors, INC
April 2018 - March 2025 · 6 yrs 11 mos
Morgan Stanley
March 2013 - April 2018 · 5 yrs 1 mo
Morgan StanleyBroker
February 2013 - April 2018 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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