Tradeway

Tradeway is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Austin, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 27, 2026, it reports $89M in regulatory assets under management, 611 individual clients and 13 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	SEC-registered
Firm CRD number	281879 · SEC file 801-107518
Office	Austin, TX (mailing address; office not published)
Phone	(877) 777-0703
Website	www.tradeway.com
Regulatory assets under management	$89M
Individual clients	601 non-high-net-worth, 10 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee, Subscription
Services	Portfolio management, Educational seminars
Employees	36
Disciplinary disclosures	None reported
Latest Form ADV filing	March 27, 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 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.

Other fee-only advisers in Austin

• Financial Gravity Asset Management, Inc. $523M
• Per Stirling Capital Management, LLC $1.6B
• Root Financial Partners $2.1B
• FMP Wealth Advisers $1.3B
• Century Management Financial Advisors $680M
• Shadowridge Asset Management, LLC $127M

See all 125 fee-only advisers in Austin →

Nearby

• West Lake Hills 1 firm
• Lakeway 6 firms
• Bee Cave 1 firm
• Cedar Park 7 firms
• Round Rock 8 firms
• Leander 3 firms
• Kyle 2 firms
• Dripping Springs 2 firms