Disclosure

Wade Financial Advisory, Inc. (WFA) is a Registered Investment Advisor providing fee-only investment management and financial planning services.  WFA is registered with the State of California.  Our sole place of business is 2105 S. Bascom Ave., Suite 110, Campbell, CA  95008.  This site is not deemed to be a solicitation for advisory services in states for which WFA is not registered or exempt from registration.

A copy of the ADV form on file with the State of California is available upon request, or you may download from our site.

This website for WFA is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Therefore, WFA does not and will not offer investment advice or effect security transactions over the Internet.

Information provided on this site has been gathered from sources that WFA believe to be reliable. The accuracy of this information is not guaranteed nor should it be used as the primary basis for investment or financial decisions.

Portfolio and investment information is based on historical data and should not be used to predict or guarantee future investment performance.