CC

Corey Neil Callaway

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
225 clients
Average Client Portfolio
$92K average
Assets Under Management
$20.6M

Fee Structure

Minimum Investment:None
Hourly Rate:$175/hr

Investment management fees range from 0.0625% to 0.75% quarterly (6.25 to 75 basis points) based on the market value of assets under management. Fees are negotiable based on asset size, activity level, task difficulty, and reporting requirements. Financial planning and consulting are charged at $175 per hour, also negotiable. Flat fees may be used instead of hourly or asset-based fees. A one-time transaction fee, not exceeding 1% of the trade value, may be charged for transactions where the firm is not managing the account.

Areas of Practice
Retirement PlanningEstate Planning
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Advisor Information

Office location

301 S Center St, Suite 420, Arlington, TX, 76010

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Regulatory History (1)
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Regulatory
May 2011
Final
Other Business ActivitiesSells Insurance

Corey is a Managing Member of CFS Advisors LLC, an investment advisory firm, dedicating about half of his time. He is also President of CFS Holdings, Inc., an insurance agency, spending minimal time, and owns 15% of Arlington Today Magazine, spending a few hours per week.

Employment History
Current Registrations
Callaway Financial Services
August 2014 - Present · 11 yrs 5 mos
Previous Registrations
Callaway Financial Services, INC.Broker
August 2000 - June 2020 · 19 yrs 10 mos
Northstar Securities, INC.Broker
June 1998 - September 2000 · 2 yrs 3 mos
Dominion Capital CorporationBroker
March 1994 - December 1998 · 4 yrs 9 mos
Robert W. Baird & CO. Incorporated Broker
October 1987 - April 1994 · 6 yrs 6 mos
Northwestern Mutual Investment Services, INC. Broker
October 1987 - April 1994 · 6 yrs 6 mos
North Texas Asset Management, INC.Broker
February 1987 - March 1987 · 1 mo
Philadelphia Life Asset Planning CompanyBroker
May 1986 - December 1987 · 1 yr 7 mos
Investors Discount Brokerage,inc.Broker
January 1986 - November 1987 · 1 yr 10 mos
Fsc Securities CorporationBroker
August 1985 - February 1986 · 6 mos
H.D. Vest Investment Securities, INC.Broker
August 1984 - August 1985 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.