# Nick Foy

> Nick Foy is a fee-only financial advisor at Greenway Wealth Advisors, LLC in Charlotte, North Carolina, who holds the CFP credential. Nick charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, physicians & residents and founders (pre-exit).

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

## Facts

- **Firm:** Greenway Wealth Advisors, LLC
- **Based in:** Charlotte, North Carolina
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $184.5M across 1,086 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Physicians & residents, Founders (pre-exit), Small business owners, Retirement planning, Tax planning
- **Works with:** Executives, Physicians, Founders, Tech employees, Retirees, High earners
- **CRD:** 5288092 (https://adviserinfo.sec.gov/individual/summary/5288092)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://greenwaywealth.com

## Frequently asked questions

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

Yes. Nick Foy is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nick's firm.

### How does Nick charge for financial advice?

Nick charges a percentage of assets and an ongoing planning fee.

### How much does Nick charge?

According to Greenway Wealth Advisors, LLC's website, checked October 28, 2026: ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Nick Foy based?

Nick Foy is based in Charlotte, North Carolina.

### What does Nick specialize in?

Nick's specialties include equity compensation, physicians & residents, founders (pre-exit), small business owners, retirement planning and tax planning. Nick works with executives, physicians, founders, tech employees and retirees.

### What credentials does Nick Foy hold?

Nick Foy holds the CFP credential.

### Is Nick Foy registered with the SEC?

Yes. Nick Foy is registered as an investment adviser representative in NC and TX (CRD 5288092), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Greenway Wealth Advisors, LLC manage?

Greenway Wealth Advisors, LLC reports $184.5M across 1,086 accounts in assets under management.

### How do I contact Nick Foy?

Through Nick's website, greenwaywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39832): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.greenwaywealth.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.