Caroline Gallagher
Greenway Wealth Advisors · Charlotte, North Carolina
Caroline Gallagher is a fee-only financial advisor at Greenway Wealth Advisors in Charlotte, North Carolina. Greenway Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Greenway Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $184.5M across 1,086 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7975106 |
| Exams passed | Series 63 (2024) · Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | greenwaywealth.com |
How Caroline's firm compares
- Greenway Wealth Advisors's average account is about $170,000, from its Form ADV (assets managed divided by 1,086 accounts).
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Questions about Caroline
Is Caroline Gallagher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and Greenway Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, Greenway Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caroline Gallagher based?
Caroline Gallagher is based in Charlotte, North Carolina.
Is Caroline Gallagher registered with the SEC?
Yes. Caroline Gallagher is registered as an investment adviser representative in NC (CRD 7975106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenway Wealth Advisors manage?
Greenway Wealth Advisors reports $184.5M across 1,086 accounts in assets under management.
How do I contact Caroline Gallagher?
Through Caroline's website, greenwaywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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