Company Overview
- Website
- wadefa.com
- Phone
- (408) 369-7399
- Employees
- 18
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Recent News & Media
Wade Financial Advisory, Inc's SPDR S&P 500 ETF Trust(SPY) Holding History
- Jun 30, 2025
- gurufocus.com
Rodney Wade, EA, CFP®, AIF®
- Mar 29, 2025
- modwm.com
Campbell, CA
- Mar 29, 2025
- modwm.com
Making the Most of Catch-Up Contributions in Your 50s and Beyond
- Sep 16, 2024
- wadefa.com
Jesse Lownsbury, CPA, CFP® - Principal - BetterWealth US
- Aug 23, 2024
- linkedin.com
Top Registered Investment Advisor Firms 2025
- May 10, 2024
- worth.com
Who is Wade Financial Advisory Inc
Wade Financial Advisory, Inc. is a fee-only financial planning firm based in Campbell, California. As a Registered Investment Advisor (RIA), the company employs 18 individuals. Wade Financial Advisory offers comprehensive financial services to a range of clients including successful business owners, driven executives, individuals and families in the Silicon Valley. Their services encompass financial planning, investment management, and tax planning and preparation. The company specializes in addressing the complex financial needs of their clients, who reside in an area with constant change. The team at Wade Financial Advisory provides unbiased advice, as they receive no commissions or referral fees for any recommendations, ensuring their focus remains solely on the best interests of their clients. To learn more about Wade Financial Advisory and their services, contact them at 408-369-7399. You can also visit their website at wadefa.com.
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