# S Conway Consulting

S Conway Consulting is a Bank / Wealth / Trust based in Ithaca, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ithaca, United States
- **Region:** North America
- **Address:** Ithaca, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** conwayfinancialplan.com

## Regulatory record

- **CRD number:** 305970
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305970

## About

Sean Conway founded S Conway Consulting in 2018, registering it as a New York-based investment adviser that does business under the name Conway Financial Planning. The firm was built explicitly to counter the robo-advisor trend by delivering personalized, long-term financial planning alongside portfolio management. Its fiduciary obligation means the firm never collects sales commissions or referral fees, a structural guardrail Conway established from day one. S Conway Consulting offers two investment tracks: clients can direct their own portfolios or delegate full-service management to the firm. The practice spans asset allocation, tax-efficient investing, retirement planning, and education-savings strategy. The firm also advises on estate tax planning, income tax planning, and insurance-risk management, helping clients source appropriate policies. Its client base includes individuals, high-net-worth households, small businesses, non-profits, and endowments, primarily served from its Ithaca headquarters. The firm is registered to operate in New York and California. The firm discloses no AUM or headcount. It operates as a single-location RIA from Ithaca, New York, with no public record of adjacent vehicles, philanthropic foundations, or external club memberships. The advisory practice is structured around Conway's dual role as planner and portfolio manager, giving clients a single point of contact for both financial planning and investment decisions. No recent operational events — fund closes, leadership changes, or regulatory milestones — appear in the public record within the last 24 months. What sets S Conway Consulting apart is the combination of a fee-only fiduciary oath and a deliberate solo-advisor model.

## Sectors

- Wealth Management

## Questions

### How is the firm compensated?

S Conway Consulting operates as a fee-only financial planner with a fiduciary responsibility to its clients. The firm states it never receives sales commissions or referral fees, so its compensation comes exclusively from client fees — a model designed to eliminate product-sales incentives.

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- [SCOM](https://altss.com/profile/scom)
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Last updated: 2026-08-11T02:43:31.692Z

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