Wade Financial Advisory, Inc.

**Wade Financial Advisory, Inc. Summary:** Established in January 1992 by Rodney D. Wade, Wade Financial Advisory, Inc. is a Registered Investment Advisor Firm based in Campbell, California. The firm offers a range of investment advisory services, including wealth management, financial planning, and investment management services. Clients can expect a diligent and disciplined approach to constructing and managing diversified portfolios based on rigorous academic and institutional research. Investment options may include stocks, bonds, mutual funds, and more. The firm operates as a fiduciary, always acting in the best interests of clients. Clients have the option for discretionary or non-discretionary investment advisory services. Wade Financial Advisory, Inc. does not charge performance-based fees and does not sponsor a wrap fee program. As of December 31, 2023, the firm reported $670,623,543 in Assets Under Management. There is no minimum account size requirement, but the firm may decline clients under certain fee levels. Clients receive regular reports and have access to their custodial accounts for monitoring. The firm conducts periodic reviews and meetings with clients to ensure their financial goals and objectives are met. Wade Financial Advisory, Inc. has a Code of Ethics in place to avoid conflicts of interest and maintains transparency in its brokerage practices and compensation structures. For more detailed information, clients are encouraged to review Wade Financial Advisory, Inc.'s Form ADV available on the SEC's website.