# Brendan O'Rourke

> Brendan O'Rourke is a fee-only financial advisor at Greenway Financial Advisors LLC in Burlington, Massachusetts, who holds the CFP and EA credentials. Brendan focuses on retirement planning, tax planning and estate & legacy planning. Greenway Financial Advisors LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brendan-orourke/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Greenway Financial Advisors LLC
- **Based in:** Burlington, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.1M across 270 accounts
- **Credentials:** CFP, EA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6635708 (https://adviserinfo.sec.gov/individual/summary/6635708)
- **SEC registration:** Investment adviser representative in CA, MA, NH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://greenwayfa.com

## Frequently asked questions

### Is Brendan O'Rourke a fee-only financial advisor?

Yes. Brendan O'Rourke is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brendan's firm.

### How does Brendan charge for financial advice?

Brendan's firm, Greenway Financial Advisors LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brendan O'Rourke based?

Brendan O'Rourke is based in Burlington, Massachusetts.

### What does Brendan specialize in?

Brendan's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Brendan works with pre-retirees and retirees.

### What credentials does Brendan O'Rourke hold?

Brendan O'Rourke holds the CFP and EA credentials.

### Is Brendan O'Rourke registered with the SEC?

Yes. Brendan O'Rourke is registered as an investment adviser representative in CA, MA and NH (CRD 6635708), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Greenway Financial Advisors LLC manage?

Greenway Financial Advisors LLC reports $107.1M across 270 accounts in assets under management.

### How do I contact Brendan O'Rourke?

Through Brendan's website, greenwayfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48008): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.greenwayfa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.