John Foy is a CFP-designated registered investment advisor at Greenway Wealth Advisors, LLC, based in Charlotte, NC, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Gen X, High Net Worth, and 4 more. Their firm serves 180 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Traditional fee model. For clients who don’t meet the $500,000 minimum, GWA offers a hybrid fee consisting of a combined investment advisory fee and a monthly financial planning fee.
Fee Estimator
Contact
John Foy
Location
1920 Abbott St., Ste. 300, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a partner in String Bean Holdings, LLC, a real estate holding company that owns the office condo from which Greenway leases office space. This activity is unrelated to investment activity.
Employment History
Current Registrations
Greenway Wealth Advisors, LLC
Previous Registrations
Cavu Wealth Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Nick Foy, CFP® opened Greenway Wealth Advisors in 2018 to help generous people pursue and enjoy financial independence..