Greenway Financial Planning, LLC
Cumming, Georgia
Greenway Financial Planning, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its average account is about $34,000 (assets it manages divided by its 2 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | greenwayfinancialplanning.com |
Questions about Greenway Financial Planning, LLC
How much does Greenway Financial Planning, LLC charge?
Greenway Financial Planning, LLC publishes these prices: ongoing planning: from $2,400 a year; one-time plan: from $500; asset-based fee: 0.85% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Greenway Financial Planning, LLC have an account minimum?
No. Greenway Financial Planning, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Greenway Financial Planning, LLC paid?
Greenway Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Greenway Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Greenway Financial Planning, LLC.
What is the average account at Greenway Financial Planning, LLC?
Greenway Financial Planning, LLC's average account is about $34,000. That's the assets on its Form ADV divided by its 2 accounts.
What does Greenway Financial Planning, LLC specialize in?
Greenway Financial Planning, LLC's advisors and website list retirement planning.
Is Greenway Financial Planning, LLC accepting new clients?
Yes, according to Greenway Financial Planning, LLC's website, checked October 28, 2026.
Does Greenway Financial Planning, LLC work with clients virtually?
Yes. Greenway Financial Planning, LLC's website says it works with clients virtually.
Greenway Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.85% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$500 to start, then $200/month." source
"$500 to start, then $200/month." source
"I can, for 0.85% of assets per year, separate from your planning fee." source
"No commissions, no product sales, no asset minimums, and no long-term contracts." source
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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Accounts managed | 2 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 299070 |