Nick Foy
Greenway Wealth Advisors, LLC · Charlotte, North Carolina
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).
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Specialties
Who they serve
- Executives
- Physicians
- Founders
- Tech employees
- Retirees
- High earners
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 |
| Assets under management | $184.5M across 1,086 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 5288092 |
| Exams passed | Series 63 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | greenwaywealth.com |
| Profile |
How Nick's firm compares
- Ongoing planning starts at $3,600 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Greenway Wealth Advisors, LLC's average account is about $170,000, from its Form ADV (assets managed divided by 1,086 accounts).
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Questions about Nick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Greenway Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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