Wade Financial Advisory

Wealth Managementwadefa.com

Company typePrivate
Founded1986
HeadquartersCampbell, United States
Headcount1–10
GTM typeB2C
OfferingServices

Wade Financial Advisory firmographics

Firmographics

Name: Wade Financial Advisory
Legal name: Wade Financial Advisory, Inc.
Website: https://wadefa.com
Company type: Private
Founded year: 1986
Operating status: Acquired
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Wade Financial Advisory industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC: Investment Advice (6282)
akta.pro primary industry: Fee-Based Advisory (FSAEAAAM)
akta.pro secondary industries: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

Wealth management services
Financial planning advisory
Investment management services
Tax planning advisory
Estate planning services

Where Wade Financial Advisory is headquartered

Location

Headquarters

HQ city: Campbell
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Wade Financial Advisory business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory Fees: Fee-based wealth management services, likely percentage of assets under management (AUM) model typical for RIA firms. Comprehensive financial planning, investment management, and ongoing advisory services.

Pricing tiers

Model	Billing	Price
Other	Annual	Fee-based advisory services quoted upon inquiry

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Wade Financial Advisory product offering

Product offering

Core offering

Wade Financial Advisory is a Registered Investment Advisor that provides comprehensive wealth management services, including financial planning, investment management, tax planning and preparation, estate planning, insurance, and employer-sponsored retirement plan services. The firm primarily serves high-net-worth individuals, Silicon Valley technology employees with equity compensation, and retirees, integrating investment, tax, and estate strategy under one advisory team.

Product overview

Wade Financial Advisory offers a unified wealth management platform providing integrated financial planning, investment management, tax planning, estate planning, insurance, and company retirement plan services. The firm operates as part of Modern Wealth Management following a March 2025 acquisition, with services delivered through relationship managers, advisors, and operations staff. The Modern Confidence Score tool serves as a proprietary assessment mechanism that evaluates client financial plan confidence and guides engagement with the firm's Advantage Offerings. Wade Financial Advisory was founded in 1986 and incorporated in 1992 by Rodney Wade.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Comprehensive financial planning services helping clients develop strategies to achieve their short- and long-term financial goals, integrating investment, insurance, retirement, and tax planning.
Investment Management
Tax Planning
Estate Planning Services
Insurance
Company Retirement Plans
Modern Confidence Score

Companies that use Wade Financial Advisory

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Wade Financial Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Wade Financial Advisory partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Modern Wealth ManagementcoreStrategic or Co-development Partner · 1 March 2025Wade Financial Advisory was acquired by Modern Wealth Management in March 2025. Founder Rodney Wade and the entire WFA team joined Modern Wealth. The partnership provided WFA clients access to dozens of additional seasoned professionals offering world-class expertise and services, while giving Modern Wealth an established presence in the Silicon Valley market and a team with deep expertise in equity compensation planning.

Scale indicators2 records

Recent moves8 records

Expansion highlights4 records

Wade Financial Advisory competitors and assessment

Company assessment

Direct peers

Modern Wealth Management: National RIA that acquired Wade Financial Advisory in March 2025. Operates the same fee-based wealth management model (financial planning, investments, tax, estate, insurance) and is the closest operational and structural comparator as WFA's parent platform.
Facet Wealth: Fee-based financial planning and investment advisory firm serving individuals and families nationwide via a hybrid advisor-and-digital model. Directly comparable to WFA in target client (HNW individuals needing integrated planning) and fee-based subscription revenue model.
Pure Financial Advisors: California-based fee-only RIA offering comprehensive financial planning, tax, and investment management. Comparable in size, West Coast footprint, and integrated planning model to WFA; serves a similar HNW client base.
Modera Wealth Management: Boutique fee-only RIA providing financial planning, investment management, and tax services to individuals and families. Closely matches WFA's service mix, fee-based model, and HNW client focus.

Broad incumbents

Creative Planning: Large national RIA offering financial planning, investment management, tax, and estate services across all 50 states. Comparable in service breadth and fee-based model; materially larger in scale and advisor count than WFA.
Hightower Advisors: National RIA platform with $100B+ in AUM providing wealth planning, investment management, and corporate services. Overlapping service offering and HNW client focus, but at significantly larger scale than WFA.
Mariner Wealth Advisors: Large national wealth advisory firm offering integrated financial planning, investment, tax, and estate services. Comparable integrated service model; substantially larger scale, advisor count, and geographic footprint than WFA.
Buckingham Strategic Wealth: National RIA focused on evidence-based financial planning and investment management for HNW clients. Directly comparable in fee-based model and integrated planning approach, but operates at materially larger scale than WFA.
Empower (formerly Personal Capital): Large digital wealth management platform serving HNW and mass-affluent clients with integrated planning, investment, and tools. Comparable in targeting tech-savvy HNW clients (many with equity comp), but at substantially greater scale and with proprietary technology that WFA lacks.
Wealth Enhancement Group: National independent wealth management firm offering financial planning, investment, tax, and insurance services. Closely matches WFA's integrated service suite and fee-based model, but operates as an RIA roll-up at significantly greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Wade Financial Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Wade Financial Advisory leadership team

Management profile

Number of profiles

Profiles2 records

Wade Financial Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Wade Financial Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wade Financial Advisory

What does Wade Financial Advisory do?

Is Wade Financial Advisory a public or private company?

Wade Financial Advisory is a private company. It is classified as corporate owned and is currently acquired.

When was Wade Financial Advisory founded?

Wade Financial Advisory was founded in 1986. It employs 1 to 10 people.

Where is Wade Financial Advisory based?

Wade Financial Advisory is headquartered in Campbell, United States, in the North America region.

How does Wade Financial Advisory make money?

One revenue line is on record: financial Advisory Fees.

Who are Wade Financial Advisory's main competitors?

Direct peers on record are Modern Wealth Management, Facet Wealth, Pure Financial Advisors and Modera Wealth Management. Broad incumbents are Creative Planning, Hightower Advisors, Mariner Wealth Advisors, Buckingham Strategic Wealth, Empower (formerly Personal Capital) and Wealth Enhancement Group.

Does Wade Financial Advisory have an API?

No public API is recorded for Wade Financial Advisory.

What industry is Wade Financial Advisory in?

Wade Financial Advisory's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.