Flyway Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flyway Advisors (RedTeal, Inc. dba Flyway Advisors) provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm also offers retirement plan consulting services for plan sponsors and distributes a free quarterly newsletter with market commentary.
The firm’s process begins with multi-meeting discovery and a written financial plan that informs ongoing discretionary portfolio management, using income, growth, and a limited speculation strategy (generally under 10% of investable assets). Investment selection may include individual stocks, bonds, ETFs, options and private securities and combines fundamental and technical analysis with regular monitoring and rebalancing; the brochure discloses the potential for concentrated equity positions and associated risks.
What distinguishes Flyway from many peers is its explicit combination of institutional retirement-plan consulting (including investment policy development, investment monitoring and participant education) with individual wealth management, plus the uncommon practice of publishing quarterly market newsletters. The firm operates as a DBA of RedTeal, Inc., a company formed in 2013 that transitioned from IT consulting to the Flyway Advisors advisory business in late 2023, and its initial filing reports zero regulatory assets under management as of the stated date.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.85% annually $1,000,001 - $5,000,000: 0.65% annually Over $5,000,001+: 0.45% annually
Account minimum: $1,000,000
Main office
129 C Street, Ste 3
Davis CA 95616
Advisors at this office
1
Most active in
California · Idaho
Also doing business as
Flyway Advisors · Redteal, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)