# Lauren Way

> Lauren Way is a fee-only financial advisor at Elwood & Goetz Wealth Advisory Group, LLC in Atlanta, Georgia, who holds the CFP, CFA and PhD credentials. Lauren charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Elwood & Goetz Wealth Advisory Group, LLC
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.07B across 3,394 accounts
- **Credentials:** CFP, CFA, PhD, CRC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit), Small business owners, Sustainable & impact investing
- **Works with:** Founders, Executives, Retirees, Early-career professionals
- **CRD:** 6738143 (https://adviserinfo.sec.gov/individual/summary/6738143)
- **SEC registration:** Investment adviser representative in FL, GA, SC
- **Exams passed:** Series 66 (2019)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** http://elwoodgoetz.com

## Frequently asked questions

### Is Lauren Way a fee-only financial advisor?

Yes. Lauren Way 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 Lauren's firm.

### How does Lauren charge for financial advice?

Lauren charges a percentage of assets.

### How much does Lauren charge?

According to Elwood & Goetz Wealth Advisory Group, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is Lauren Way based?

Lauren Way is based in Atlanta, Georgia.

### What does Lauren specialize in?

Lauren's specialties include retirement planning, tax planning, estate & legacy planning, founders (pre-exit), small business owners and sustainable & impact investing. Lauren works with founders, executives, retirees and early-career professionals.

### What credentials does Lauren Way hold?

Lauren Way holds the CFP, CFA, PhD and CRC credentials.

### Is Lauren Way registered with the SEC?

Yes. Lauren Way is registered as an investment adviser representative in FL, GA and SC (CRD 6738143), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Elwood & Goetz Wealth Advisory Group, LLC manage?

Elwood & Goetz Wealth Advisory Group, LLC reports $1.07B across 3,394 accounts in assets under management.

### How do I contact Lauren Way?

Through Lauren's website, elwoodgoetz.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6880): 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://elwoodgoetz.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.