Dennis O'Leary
Greenway Financial Advisors · Boston, Massachusetts
Dennis O'Leary is a fee-only financial advisor at Greenway Financial Advisors in Boston, Massachusetts, who holds the CFP credential. Greenway Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Greenway Financial Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.1M across 270 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NH · CRD 5067051 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | greenwayfa.com |
How Dennis's firm compares
- Greenway Financial Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 270 accounts).
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Questions about Dennis
Is Dennis O'Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Greenway Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Greenway Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dennis O'Leary based?
Dennis O'Leary is based in Boston, Massachusetts.
What credentials does Dennis O'Leary hold?
Dennis O'Leary holds the CFP credential.
Is Dennis O'Leary registered with the SEC?
Yes. Dennis O'Leary is registered as an investment adviser representative in CA, MA and NH (CRD 5067051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenway Financial Advisors manage?
Greenway Financial Advisors reports $107.1M across 270 accounts in assets under management.
How do I contact Dennis O'Leary?
Through Dennis's website, greenwayfa.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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