Fedway Financial LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Fedway Financial LLC charges a flat or project fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,000
“Fedway charges a negotiable fixed fee for customized plans ranging from $1,000 to $2,000 based on the complexity of the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fedway Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the daily average of assets managed in the previous month.”
- “For accounts opened mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Fedway Financial LLC’s fees compare
- Its flat or project fee of $1,000-$2,000 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 2 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Fedway Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 19
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2,338,403
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313134
- Phone
- (301) 655-3782
Can advise clients in 2 states: Maryland, North Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.