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

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$728,422

About

Vista Way Advisors is a registered investment adviser with two advisors that serves individuals, high‑net‑worth clients, business owners, and non‑profit organizations. The firm offers tailored investment management, financial planning, business consulting, and retirement plan services, and accepts discretionary trading authority when clients engage its investment management offerings.

The firm blends passive and active approaches and employs fundamental, technical, and cyclical analysis to construct asset‑allocation driven portfolios aligned to clients’ goals and risk tolerances. Financial planning engagements are delivered through a multi‑meeting process that produces a written plan and can be implemented through the firm’s ongoing investment management services.

Vista Way Advisors provides educational seminars and speaking engagements — delivered virtually or in person and expressly described in the brochure as purely educational rather than product sales — a service that is relatively uncommon among similar supported firms. The firm also highlights consulting for business owners (including valuation work, benefits reviews, and compensation benchmarking), may use standing letters of authorization to facilitate client‑directed transfers, and its principals hold professional credentials focused on wealth and portfolio management.

Client services

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

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for Financial Planning and Business Consulting between $750 and $5,000

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 and Business Consulting fees range from $750 to $5,000 fixed fee; hourly fees between $200-$300 per hour

Main office location

Vista Way Advisors

Charlestown MA, United States

Number of offices

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 Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance 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 Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner

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