CRD: 299070
Greenway Financial Planning, LLC
$67.0K Total AUM
$67.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2019
- Office Locations
- 1
Office Locations
-- Cumming GA
About Greenway Financial Planning, LLC
Greenway Financial Planning is a Georgia-registered fiduciary RIA focused on Christians and their families seeking to align financial decisions with Christian values. The firm provides ongoing financial planning billed monthly with no minimums and no long-term commitment, with optional investment management for an additional fee. Clients get 24/7 access to advanced planning software for goal tracking and retirement planning.
Team overview
-- AVG AGE
$67.0K AVG AUM / ADVISOR
$9.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Luke James McCord
founder, Owner
- CRD
- #7030031
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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