Advisor at Journey Financial Management, LLC
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Firm
Journey Financial Management, LLC
Location
Bowling Green, KY 42104
Credentials
Series 65
Industry experience
1 year
Grant Patterson is a financial advisor at Journey Financial Management, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Payroll Vault, South Central Bank, and Turning Point USA. He is also a licensed life insurance agent in Kentucky, offering life insurance options to clients. Journey Financial Management manages approximately $42.9 million for around 59 clients, providing financial planning, discretionary investment supervision, and SIMPLE IRA plan advisory services. The firm employs a passive, index-focused investment approach primarily using ETFs and mutual funds, with ongoing portfolio oversight and tax-aware implementation.
Based on Journey Financial Management, LLC
Fixed fee financial planning services from $1,200 to $12,000 per year, negotiable
$0.00 - $999,999.99: 1.00% $1,000,000.00 - $2,999,999.99: 0.75% $3,000,000.00+: 0.50%
Hourly financial planning services up to $350 per hour, negotiable
Minimum fee: Minimum annual retainer fee of $3,000 for Comprehensive Financial Planning Fee-only: Financial planning services can be charged hourly up to $350/hour or fixed fee $1,200 to $12,000 per year, negotiable
701 Dishman Ln, Suite 2
Bowling Green, KY 42104
Kentucky · Tennessee · Texas
Journey Financial Management
2024 - Present (2 years)
Payroll Vault
2024 - 2025 (1 year)
South Central Bank
2021 - 2024 (3 years)
Turning Point USA
2020 - 2021 (1 year)
Western kentucky University
2020 - 2024 (4 years)
DCP Construction
2020 - 2021 (1 year)
Harpeth High School
2016 - 2020 (4 years)
Harpeth Middle School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bowling Green, KY
Trella Wealth
PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.
Series 65
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