PlannerFees

Greenway Financial Advisors LLC fees and pricing

Financial planner in Burlington, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 6, 2026, Greenway Financial Advisors LLC charges $275⁠-⁠$500 an hour, a flat or project fee of $4,000⁠-⁠$25,000, a monthly fee of $450, a quarterly fee of $1,350, and an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$275⁠-⁠$500/hr
“Our hourly rate can range between $275 and $500 per hour, depending on complexity.”
Flat or project fee
$4,000⁠-⁠$25,000
“The fixed fee can range between $4,000 and $25,000.”
Monthly fee
$450/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of ongoing fees that are paid monthly in advance (or quarterly in arrears) at a rate of $450.00 per month (or $1,350.00 per quarter) .”
Quarterly fee
$1,350/qtr

From the same sentence as above.

Annual fee
$15,000/yr
“Investment Advisory clients of GWFA have a minimum annual fee requirement of $15,000.00, which may be reduced or waived at Advisor’s discretion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Greenway Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
  • “Since fees are paid in arrears, no refund will be needed upon termination of the Client Agreement.”

How Greenway Financial Advisors LLC’s fees compare

  • Its hourly rate of $275-$500 spans the Massachusetts median of $300. 80% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$25,000 spans the Massachusetts median of $4,750. 91% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • Its annual fee of $15,000 is above the Massachusetts median of $8,250. 73% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Greenway Financial Advisors LLC

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Minimum
$15,000 minimum fee (stated in brochure)
Clients
77
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$107,101,866
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
168353
Website
greenwayfa.com (opens in new tab)
Phone
(339) 234-9098

Can advise clients in 3 states: California, Massachusetts, New Hampshire

Other planners in Burlington that publish fees

Compare all 7 planners in Burlington

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.