Greenway Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299070
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenway Financial Planning, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on retail clients — individuals and families — and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers when clients need outsourced or specialist services. It operates as a capital allocator at the household level, combining discretionary portfolio management with fee arrangements that include both percentage-of-AUM and fixed-fee billing. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Other39%
Contacts
1 of 1Luke McCord
Fee-Only Financial AdvisorCRD 7030031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations