Natalie Foy
Greenway Wealth Advisors · Charlotte, North Carolina
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.
Request an introduction to Natalie →
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 |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 5020540 |
| Exams passed | Series 63 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | greenwaywealth.com |
How Natalie's firm compares
- Greenway Wealth Advisors's average account is about $170,000, from its Form ADV (assets managed divided by 1,086 accounts).
Request an introduction to Natalie
Tell Natalie a little about what you're looking for. Natalie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Natalie
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.
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.
See something wrong? Request a correction. Read our methodology.