WAY STREET FINANCIAL, LLC

Overview

WAY Street Financial, LLC is an independent, firm-structured as an LLC and owned by an individual, that provides advisory services primarily to individual and family clients. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges clients via a mix of fee models: a percentage of assets under management, hourly fees, and fixed fees. WAY Street Financial does not position itself as an ESG-active or multi-state adviser and does not list pension consulting or related-adviser status. It maintains industry relationships with at least an accountant and an insurance company, reflecting a traditional advisory setup that blends planning and product distribution where appropriate.

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Public Holdings

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Location & Offices