Parkway Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Parkway Wealth Management Group reports 1,342 clients. They include 1,027 individual clients, 283 high-net-worth individuals, and 25 corporations and other businesses. Of its assets, 100.0% ($1.22B across 4,399 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.22B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 22% |
| High-net-worth individuals | 21% | 75% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,027 | $263M | 21.5% | $256K |
| High-net-worth individuals | 283 | $919M | 75.2% | $3.25M |
| Pension and profit-sharing plans | Fewer than 5 | $360K | 0.0% | — |
| Charitable organizations | 7 | $7.44M | 0.6% | $1.06M |
| State or municipal government entities | Fewer than 5 | $1.14M | 0.1% | — |
| Corporations and other businesses | 25 | $31.1M | 2.5% | $1.24M |
| Total | 1,342 | $1.22B | 100% | — |
- Clients
- 1,027
- Regulatory AUM
- $263M
- AUM share
- 21.5%
- Avg. per client
- $256K
- Clients
- 283
- Regulatory AUM
- $919M
- AUM share
- 75.2%
- Avg. per client
- $3.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $360K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $7.44M
- AUM share
- 0.6%
- Avg. per client
- $1.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.14M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 25
- Regulatory AUM
- $31.1M
- AUM share
- 2.5%
- Avg. per client
- $1.24M
Total
- Clients
- 1,342
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Parkway Wealth Management Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting fees are set per project in a consulting agreement; Parkway has no standard fee schedule for this service.
- Financial Planning
- Financial planning is billed at a fixed rate negotiated per engagement; the fee typically ranges from $1,500 up to or above $10,000.
Robert McMeen owns 50% to 75% of Parkway Wealth Management Group. Robert McMeen is CEO; the leadership team includes Chief Compliance Officer Holly Pace. It has 27 employees, 16 of them in advisory roles.
Leadership
- Robert McMeenChief Executive Officer / Founding Partner
- Holly PaceChief Compliance Officer
- Tamlyn BakerFounding Partner
- Annie MarkhamFounding Partner
- John StricklandFounding Partner
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Gavin Ray Baker
- Jackson Hardy Baker
- Tamlyn Ray Baker
- Michael Branch
- Ricky Earl Brown
- Christopher David Colon
- Helen Foster Hackney Conley
- Michael Jack Goodman
- Joel Marshall Hackney
- Tyler West Hastings
- Scarlett Rebecca Long
- Robert Dwight McMeen
- Chris Oberling
- Holly Elizabeth Pace
- Elizabeth Kate Rauschmayer
- John Strickland
- Charles Grien Triplett
- Joshua Wardle
Staff
- 27 employees
- 16 in advisory functions
- 18 state-registered reps
- 2 broker-dealer reps
- 16 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Parkway Wealth Management Group, LLC
Robert McMeen
Control person · since March 2016
- Owns 10% to 25% of Parkway Wealth Management Group, LLC
Tamlyn Baker
Control person · since March 2016
- Owns 10% to 25% of Parkway Wealth Management Group, LLC
John Strickland
Control person · since March 2016
Parkway Wealth Management Group’s regulatory assets grew from $1.09B (May 2025) to $1.22B (September 2026); clients were 1,342 in both filings and employees rose from 16 to 27.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.22B | 1,342 | 27 | 5 |
| May 2025 | $1.09B | 1,298 | 16 | 5 |
Besides its headquarters, Parkway Wealth Management Group has 4 offices, with 5 listed addresses in Texas.
Texas · 5 listed addresses
- 5550 Granite Parkway, Suite 180, PlanoHQ
- 3556 Ne Stallings Drive, Nacogdoches
- 2463 Mosaic Way, Tyler
- 900 8th Street, Wichita Falls
- 121 S. Main Street, Henderson
Contact and registration details
- Legal name
- Parkway Wealth Management Group, LLC
- Headquarters
- 5550 Granite Parkway, Suite 180, Plano, TX 75024
- Website
- parkwayteam.com
- Phone
- 972-502-9340
- SEC file
- 801-131974
- Structure
- Delaware LLC
- Fiscal year end
- December
Parkway Wealth Management Group uses Raymond James ($1.22B) as custodian for its separately managed accounts. Parkway Wealth Management Group has custody of $1.43B in client assets for 169 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.22B100%
At year end, Parkway Wealth Management Group’s separately managed accounts were mostly in funds (69%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $866M across 147 positions; the largest are Vanguard Index Fds (11.4%), Vanguard Index Fds (10.9%) and ETF Ser Solutions (5.8%).
What the accounts hold
- Stocks7%
- Funds69%
- Bonds20%
- U.S. government and agency bonds11%
- Investment grade corporate bonds8%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $866M
- Reported 13F value
- 147
- Positions
- 53.1%
- In the 10 largest
- +9.6%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF11.4%
- Vanguard Index Fds · Value ETF10.9%
- ETF Ser Solutions · Defia Quant ETF5.8%
- iShares Inc. · MSCI Italy ETF4.3%
- Global X Fds · Data Ctr Dig ETF4.0%
- Procure ETF Trust II · Space ETF3.7%
- iShares TR · Core S&P Scp ETF3.4%
- SPDR Series Trust · ST Str SP Telco3.3%
- iShares TR · GL Clean Ene ETF3.2%
- iShares TR · Rus Mdcp Val ETF3.1%
Together, the ten largest are 53.1% of reported value.
How many clients does Parkway Wealth Management Group have?
Parkway Wealth Management Group has 1,342 clients and manages $1.22 billion for them, as of September 2026. They include 1,027 individual clients, 283 high-net-worth individuals, and 25 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Parkway Wealth Management Group offer?
Parkway Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Parkway Wealth Management Group use?
Parkway Wealth Management Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Parkway Wealth Management Group have?
Parkway Wealth Management Group has 18 investment adviser representatives registered with state securities authorities, out of 27 employees, and 16 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Parkway Wealth Management Group invest in?
At the end of its last fiscal year, Parkway Wealth Management Group’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 8% investment grade corporate bonds, 7% exchange-traded equities, 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Parkway Wealth Management Group?
Parkway Wealth Management Group’s direct owners are Robert McMeen (50% to 75%), Tamlyn Baker (10% to 25%) and John Strickland (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Parkway Wealth Management Group get paid?
Parkway Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Parkway Wealth Management Group registered with the SEC?
Yes, Parkway Wealth Management Group has been registered with the SEC as an investment adviser since 10 February 2025. Its CRD number is 333971 and its SEC file number is 801-131974.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact Parkway Wealth Management Group?
Parkway Wealth Management Group’s main office is at 5550 Granite Parkway, Suite 180, Plano, TX 75024. Its phone number is 972-502-9340. Its website is parkwayteam.com.