Fedway Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services primarily to individual clients, combining discretionary portfolio management with tiered, customizable financial planning across common topics such as retirement, cash flow, insurance, and estate considerations. It also conducts public seminars and workshops intended to educate attendees on personal financial planning; those seminars are described in the brochure as educational rather than individualized investment or tax advice.
Investment programs are tailored to each client’s stated objectives, time horizon, and risk tolerance and rely in part on fundamental analysis and long-term purchase strategies, with the firm authorized to trade on a discretionary basis and conducting periodic account reviews at least quarterly. Clients may impose written investment restrictions, receive regular custodian statements, and are provided performance reporting and billing transparency as described in the brochure.
A notable feature is that the firm’s principal maintains outside businesses as an independent insurance agent and mortgage loan originator and may offer insurance and loan products for separate, commission-based compensation; the brochure discloses this potential conflict and describes mitigation through disclosure and the firm’s fiduciary obligations. The firm operates as a small, solo-practitioner practice with a limited client base and modest assets under management and, per the brochure, does not vote client proxies.
Client services
Expertise
Fee options
$1,000 for Essential Plan, $1,500 for Standard Plan, $2,000 for Premier Plan, customized plans negotiable from $1,000 to $2,000
$0 - $500,000: 1.0% $500,000.01 - $1,000,000: 0.90% $1,000,000.01 - $2,000,000: 0.80% Over $2,000,000+: 0.70%
Main office
1213 West Morehead Street, Suite 500
Charlotte NC 28208
Advisors at this office
1
Most active in
Maryland · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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