Flyway Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,939,965
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$294,073
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
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 location
Flyway Financial
Steele ND, United States
Number of offices
1
Most active in
Flyway Financial has reported serving >5 clients in these states in the last 12 months.
North Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")