As a registered investment advisory firm, Wade Financial Advisory acts in a fiduciary capacity, meaning that we always put the interests of our clients ahead of our interests. Under the Investment Advisers Act of 1940, any firm that is engaged in the business of providing financial advice for a fee is considered to be an “investment advisor.” These firms are required to be registered with the appropriate federal or state agency. As such, Wade Financial Advisory, Inc. is registered with the State of California.