Greenway Financial Advisors LLC
Burlington, Massachusetts
Greenway Financial Advisors LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 77 individual clients, 33 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 270 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Burlington, Massachusetts |
|---|---|
| Website | greenwayfa.com |
| [email protected] | |
| Phone | (339) 234-9098 |
Questions about Greenway Financial Advisors LLC
How is Greenway Financial Advisors LLC paid?
Greenway Financial Advisors LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Greenway Financial Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Greenway Financial Advisors LLC, and 2 hold the CFP.
What is the average account at Greenway Financial Advisors LLC?
Greenway Financial Advisors LLC's average account is about $397,000. That's the assets on its Form ADV divided by its 270 accounts.
What does Greenway Financial Advisors LLC specialize in?
Greenway Financial Advisors LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and family wealth transfer.
Greenway Financial Advisors LLC fees
Greenway Financial Advisors LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $107 million |
| Individual clients | 44 |
| High-net-worth clients | 33 |
| Accounts managed | 270 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 168353 |