Vista Way Advisors
Firm details
- Headquarters
- ,
- CRD number
- 309652
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.68%
- Corporations / Businesses26.75%
- Individuals11.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vista Way Advisors is an independent registered investment adviser operating as a limited liability company and owner-managed. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services, including work for small businesses and institutions. Its advisory menu also includes pension consulting and educational workshops. Fee arrangements are flexible: the firm charges asset-based fees and also offers hourly and fixed-fee engagements. Vista Way does not identify as an active ESG investor and is not positioned as a multi-state or related 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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Shawn Young Eagle
Chief Investment Officer, DirectorCRD 6261098
Contacts
1 of 1
Andrew Hawes
Vice PresidentCRD 5793295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Halcyon Investment Advisor
RIATime Value Of Money, L.P.
RIAAustin, TX
Beyond Financial Planning, LLC
RIABethesda, MD
Mac Adams Wealth Advisors, LLC
RIAEastspring US
RIAChicago, IL
GT Financial, Ltd., L.L.C.
RIAMandeville, LA