Greenway Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250

“Comprehensive Financial Planning 7 Comprehensive Financial Planning consists of a possible upfront charge of $250 and an ongoing fee that is paid monthly, in arrears, at the rate of $50 - $500 per month, depending on the complexity and the needs of the client.”

Monthly fee

$50⁠-⁠$500/mo

From the same sentence as above.

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

How Greenway Financial Planning, LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Greenway Financial Planning, LLC’s fees compare

• Its flat or project fee of $250 is below the Georgia median of $5,000. None of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 3 other planners in Cumming that publish a flat or project fee charge less.

About Greenway Financial Planning, LLC

• Principal: Luke McCord
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 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

0.85% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$67,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299070

Phone

(678) 341-0186

Other planners in Cumming that publish fees

• Chattahoochee WealthCumming$3,000⁠-⁠$15,000, $3,000⁠-⁠$23,000/yr
• Finacura Advisory LLCCumming$150/hr
• Financial Consultants Group IncCumming$2,500⁠-⁠$10,000
• Infinity Wealthcare, LLCCumming$750⁠-⁠$10,000
• Mason Wealth StrategiesCumming$200/hr

Compare all 10 planners in Cumming