Helen Conley
Helen Conley is a registered investment advisor at Parkway Wealth Management Group, LLC, based in Plano, TX, with 4 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,342 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parkway Wealth Management offers investment management through the Parkway Management Program. The maximum annual fee is 1.95% of your portfolio's value. This fee covers portfolio management, advisory services, custodian fees, and brokerage commissions. The fee is calculated quarterly, in advance, based on the portfolio's market value. Fees are negotiable. Some long-term clients may pay fees based on older arrangements. Clients can maintain non-managed accounts with Parkway for administrative support and reporting for a nominal fee.
Location
5550 Granite Parkway, Suite 180, Plano, TX, 75024
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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
Helen is a licensed independent insurance agent via One Insurance Solutions and involved in a part-time family business called Solely Foster. Her husband is a developer for Realty Capital Residential, and she invests with him every few years, dedicating minimal time to this activity.
Employment History
Current Registrations
Parkway Wealth Management Group, LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.