# Natalie Foy

> Natalie Foy is a fee-only financial advisor at Greenway Wealth Advisors in Charlotte, North Carolina, who holds the CFP and CFA credentials. Greenway Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/natalie-foy/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $184.5M across 1,086 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5020540 (https://adviserinfo.sec.gov/individual/summary/5020540)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://greenwaywealth.com/

## Frequently asked questions

### Is Natalie Foy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Natalie 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 Natalie charge for financial advice?

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

### Where is Natalie Foy based?

Natalie Foy is based in Charlotte, North Carolina.

### What credentials does Natalie Foy hold?

Natalie Foy holds the CFP and CFA credentials.

### Is Natalie Foy registered with the SEC?

Yes. Natalie Foy is registered as an investment adviser representative in NC and TX (CRD 5020540), 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 Natalie Foy?

Through Natalie's website, greenwaywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5020540): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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