Our Services

Planning & Investment Management

Service Offering:

Comprehensive wealth & investment management
Tailored roadmap toward your financial priorities & goals
Ongoing review of your entire financial life structure (e.g. general planning, investments, tax, retirement, risk management, estate planning, etc.)

Strategy Implementation: 100% CFP® professional

Service Schedule:

Ongoing: email, phone, text, Zoom... we're available when you need us
Strategy Sessions: ongoing planning discussions, tailored to your specific financial situation
Wealth Plan & Investment Review: quarterly or semi-annual holistic wealth & investment plan review

Fee: 0.2% - 1.0% annual fee (based on AUM)

Ongoing Planning

Service Offering:

Ongoing planning engagements, pertaining to 2-4+ areas of your financial life (e.g. general planning, investments, tax, retirement, risk management, estate planning, etc.)
One-on-one collaboration with a CFP® professional
Tailored strategy session(s)

Strategy Implementation: CFP® professional assisted

Sample Engagement:

Meet & Discuss (CFP® professional & client)
Strategize & Develop (CFP® professional)
Present & Discuss (CFP® professional & client)
Implement (client and/or CFP® professional)
Ongoing Wealth Strategy sessions...

Fee: start at $450/month ($1,350/quarter)

Limited Scope

Service Offering:

Limited duration planning engagement, pertaining to 1-2+ areas of your financial life (e.g. general planning, investments, tax, retirement, risk management, estate planning, etc.)
One-on-one collaboration with a CFP® professional
Tailored strategy session(s)

Strategy Implementation: Client

Sample Engagement:

Meet & Discuss (CFP® professional & client)
Strategize & Develop (CFP® professional)
Present & Discuss (CFP® professional & client)
Implement (client)

Fixed Fee: start at $4,000 per engagement.

Hourly Fee: between $275 and $500 per hour (depending on complexity)

Greenway Financial Advisors LLC (“GWFA”) is a registered investment advisor offering advisory services in the State(s) of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWFA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWFA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Disclosures