Ronald Hodges is a registered investment advisor at Crestway Advisory Group, based in Plano, TX, with 6 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable for accounts over $5,000,000. Fees for employer-sponsored retirement plans range from 0% to 1%.
Fee Estimator
Location
Plano, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald works full-time as an insurance broker at Crestway Insurance Group, LLC, offering life, health, property, and casualty insurance.
Employment History
Current Registrations
Crestway Advisory Group
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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.