Vista Way Advisors

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Client assets under management

$36,421,108

Clients

24% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$728,422

About

Vista Way Advisors serves individuals (including high‑net‑worth clients), business owners, and nonprofit organizations with advisory services that include discretionary investment management, financial planning, retirement‑plan management, and business consulting. The firm manages approximately $50 million for a small client base and provides tailored portfolio management alongside standalone planning engagements.

The firm constructs individualized investment policies and typically blends passive and active strategies with an emphasis on asset allocation, risk tolerance, and periodic rebalancing; managed accounts are reviewed on a regular (quarterly) basis. Financial planning engagements are delivered through a multi‑meeting process (generally around four meetings) and commonly take several months to complete, with clients responsible for implementation unless they retain ongoing management.

Notable differences from many peers include a formal educational offering: Vista Way provides seminars and speaking engagements for groups and the public (virtual or in‑person) that are explicitly educational and do not provide individualized advice. The firm also offers business consulting and retirement‑plan investment management as part of its service mix, and has disclosed operational practices such as standing letters of authorization to facilitate client‑directed transfers.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Business consulting

Expertise

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial Planning fees typically $750-$950; Business Consulting fees up to $10,000 monthly

Percentage

$0 - $250,000: 0.95% $250,001 - $500,000: 0.86% $500,001 - $750,000: 0.77% $750,001 - $1,000,000: 0.69% Above $1,000,000+: 0.62%

Project-based

$200-$300 per hour for limited financial planning or business consulting services

Other

Fee-only: Financial Planning fees typically $750-$950 fixed; Business Consulting fees up to $10,000 monthly fixed; Financial Planning and Business Consulting services also available hourly at $200-$300/hour

Most active in

Florida · Massachusetts · Vermont

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 857-205-3817

Advisors at this firm

Andrew H

Series 63, Series 65

Charlestown, MA

Vista Way Advisors

Andrew Hawes is a financial advisor at Vista Way Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Payden & Rygel, Meritage Financial Strategies, Columbia Threadneedle Investments, and BlackRock Inc. Outside of his advisory role, he is involved as a member of Bluefin Development LLC, a plumbing business. Vista Way Advisors serves individuals, business owners, and nonprofit plan sponsors by providing discretionary investment management, financial planning, business consulting, and retirement plan services. The firm offers tailored investment programs combining passive and active strategies and includes group educational seminars and speaking engagements as part of its service offerings.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Shawn Y

Series 63, Series 66

Charlestown, MA

Vista Way Advisors

Shawn Young Eagle is a financial advisor at Vista Way Advisors with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors serves individuals, business owners, and nonprofit plan sponsors by providing discretionary investment management along with comprehensive financial planning, business consulting, and retirement plan services. The firm offers educational seminars and speaking engagements, emphasizing tailored investment programs that blend passive and active strategies.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

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