Flyway Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flyway Financial is a fee-only registered investment adviser serving individuals, high-net-worth individuals, and charitable organizations, providing investment management and both ongoing and project-based financial planning across areas such as retirement, estate planning, college savings, cash flow, tax planning, business planning, and risk management. The firm reports managing roughly $7.93 million in client assets for a small client base of 27, and fees for investment management are charged as a percentage of assets under management.
The firm’s investment approach emphasizes asset allocation under Modern Portfolio Theory, combining passive and active funds and using fundamental and cyclical analysis, with a preference for longer-term holdings but the flexibility for shorter-term trades when appropriate. Socially responsible investing options are available on request, and the firm uses a third-party custodial platform and model marketplace for account opening, execution, and tax-management tools as part of its operational workflow.
A distinctive feature is that the firm offers educational seminars and speaking engagements to organizations and the public—virtual or in-person, fee-based and explicitly educational rather than product sales—which is uncommon among similar independent advisers. The firm’s principal holds Certified Divorce Financial Analyst (CDFA) and Chartered SRI Counselor (CSRIC) credentials, reflecting capacity in divorce-related financial analysis and socially responsible investing, and the firm discloses an institutional relationship with its custodian that provides platform and technology services tied to asset thresholds.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning: fixed fees range from $600 to $1,800; initial fee of $500 collected in advance. Educational Seminars: fees up to $25 per participant.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Ongoing Financial Planning: recurring fixed fees range from $275 to $750 monthly, paid in arrears.
Fee-only: Fee-only firm; compensated solely by fees paid by Clients, no commissions.
Main office
Steele ND
Advisors at this office
1
Most active in
North Dakota
Also doing business as
Flyway Financial · Flyway Financial LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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