Firm
Greenway Wealth Advisors, LLC
Charlotte, North Carolina
Fee-only
Greenway Wealth Advisors, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 170 individual clients, 46 of them high net worth.
- Its average account is about $170,000 (assets it manages divided by its 1,086 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | greenwaywealth.com |
| [email protected] | |
| Phone | (704) 981-1228 |
Greenway Wealth Advisors, 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 $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Financial Planning Fee: $300 monthly" source
"1.00% on portion up to $1,500,000" source
"Standard Fee Schedule ($500,000 minimum to invest)" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $185 million |
| Individual clients | 124 |
| High-net-worth clients | 46 |
| Accounts managed | 1,086 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-127953) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 290727 |