Greenway Wealth Advisors, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 3, 2026, Greenway Wealth Advisors, LLC charges $150-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Financial Planning fee is an hourly rate between $150.00 and $350.00 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greenway Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Greenway clients are either billed a fee based on a percentage of assets we are managing, or a combination of a percentage of assets and a monthly fee.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic transfer.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Greenway Wealth Advisors, LLC’s fees compare
- Its hourly rate of $150-$350 spans the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 4 of the 34 other planners in Charlotte that publish an hourly rate charge less.
About Greenway Wealth Advisors, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2017 (9 years).
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
- 1% a year
- Clients
- 170
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $184,545,281
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290727
- Phone
- (704) 981-1228
Can advise clients in 4 states: California, Colorado, North Carolina, Texas
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.