Greenway Financial Advisors LLC

Greenway Financial Advisors LLC is a fee-only investment adviser registered with the securities regulators of California, Massachusetts, New Hampshire, with its main office in Burlington, Massachusetts. On its latest Form ADV, filed January 6, 2026, it reports $107M in regulatory assets under management, 77 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California, Massachusetts, New Hampshire
Firm CRD number	168353
Office	2 Burlington Woods Drive, Suite 100 Burlington, MA 01803
Phone	(339) 234-9098
Website	greenwayfa.com
Regulatory assets under management	$107M
Individual clients	44 non-high-net-worth, 33 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	January 6, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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• Andante Financial $19M
• Curtin Financial Services, Inc. $1.5M
• Eshel Bot Not reported

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