Brendan O'Rourke
Greenway Financial Advisors LLC · Burlington, Massachusetts
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 | $107.1M across 270 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, MA, NH · CRD 6635708 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | greenwayfa.com |
How Brendan's firm compares
- Greenway Financial Advisors LLC's average account is about $397,000, from its Form ADV (assets managed divided by 270 accounts).
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Questions about Brendan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Greenway Financial Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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