Vista Way Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm manages roughly $49.7 million on a discretionary basis for about 50 clients and develops tailored investment policies and asset-allocation targets with each client.
The firm constructs individually tailored portfolios using a mix of passive and active strategies and applies fundamental, technical, and cyclical analysis as appropriate, with an emphasis on matching asset allocation to client goals and risk tolerance. Accounts are managed on a discretionary basis with regular monitoring and periodic reviews to address rebalancing, tax considerations, and plan objectives.
Notably, Vista Way conducts group educational seminars and speaking engagements — offered virtually or in person and intended to be purely educational rather than individualized advice — a service that is uncommon among similar supported firms. The firm also provides business consulting to owners (including operational assessments, valuation assistance, and benefits/compensation benchmarking) alongside retirement plan management, with a two-advisor team supporting both advisory and consulting engagements.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees between $750 and $950; Business Consulting fixed fees up to $150,000 annually
$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%
$200 to $300 per hour for limited planning or consulting
Fee-only: Financial Planning fees typically $750 to $950; Business Consulting fees up to $150,000 annually; Hourly fees $200 to $300 per hour
Main office
Charlestown MA
Advisors at this office
2
Most active in
Florida · Massachusetts · Vermont
Also doing business as
Vista Way Advisors · Vista Way Advisors, 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
Quick links
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 in Charlestown, MA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Payden & Rygel, Columbia Threadneedle Investments, BlackRock Inc, and Meritage Financial Strategies. In addition to his advisory work, he is a member of Bluefin Development LLC, a plumbing business. Vista Way Advisors serves individuals, high-net-worth clients, business owners, and nonprofit organizations with investment management, financial planning, business consulting, and retirement plan services. The firm develops tailored investment policies and combines passive and active strategies, emphasizing asset allocation aligned with client goals and risk tolerance.
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 licenses and has worked previously at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs tailored portfolios using both passive and active strategies and offers educational seminars and business consulting alongside retirement plan management.
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