Because financial transactions in the United States are strictly regulated, we ask that you read this information with the understanding that we welcome your questions, comments or feedback. You may call us at (408) 369-7933. You may also e-mail us at
Wade Financial Advisory, Inc (WFA) is a Registered Investment Advisor providing fee-only investment management and financial planning services. We are located at 2105 S Bascom Ave Ste 110, in Campbell, California. WFA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which WFA maintains clients. WFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This site is not deemed to be a solicitation for advisory services in states for which WFA is not registered or exempt from registration.
This web site provides general information about WFA along with access to additional information. It is not intended to offer investment or financial planning advice. This web site is limited to the dissemination of general information pertaining to its advisory and financial planning services, together with access to additional investment-related information, publications, and links. The publication of the WFA web site on the Internet should not be construed as WFA solicitation to effect securities transactions, or the offering of personalized advice over the Internet. Therefore, WFA does not and will not offer investment advice of effect security transactions over the Internet. Any subsequent, direct communication by WFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
As a Registered Investment Advisor with fiduciary responsibilities, WFA provides personalized investment and/or financial planning advice only within the context of contractual agreements with clients, and only after a review of the client's situation. Wade Financial Advisory will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Brochure") prior to commencing an Advisory relationship. Existing clients will receive an offer to receive a copy on an annual basis. However, at anytime, you can go here to view our current Form ADV, Part 2A. In addition, you can Contact Us to request a hardcopy.
No client or prospective client should assume that the publication of investment positions, strategies and/or recommendations as well as the access and use of any financial calculator serves as the receipt of, or a substitute for, personalized advice from WFA or from any other investment professional. WFA are neither attorneys nor accountants, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
WFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WFA's web site or incorporated within, and takes no responsibility for any such information. All information is of a general nature and provided solely for convenience purposes only. It should not be construed as investment advice and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by WFA Company or product made reference to directly or indirectly by WFA in its web site, or indirectly via a link to an unaffiliated third-party web site, will be profitable or equal the corresponding indicated performance level(s).
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
Some pages within the WFA web site are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.
We welcome your questions, comments or feedback. You may call (408) 369-7933. You may also e-mail us at
2105 South Bascom Ave
Campbell, CA 95008