Firm
Wealthway Financial Advisors
Norfolk, Virginia
Fee-only
Wealthway Financial Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 166 individual clients, 81 of them high net worth.
- Its average account is about $445,000 (assets it manages divided by its 552 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Norfolk, Virginia |
|---|---|
| Website | wealthwayadvisors.com |
| Phone | (757) 456-2200 |
Wealthway Financial Advisors fees
Wealthway Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $246 million |
| Individual clients | 85 |
| High-net-worth clients | 81 |
| Accounts managed | 552 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113051) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 108824 |