Advisor at Journey Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Journey Advisory Group, LLC
Location
Covington, KY 41011
Credentials
CFA®
Industry experience
5 years
Richard Pettway is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2020. Prior to this, he worked at PNC Bank, N.A. for 11 years. Outside of his advisory role, Pettway is involved in several community and nonprofit organizations, including serving as President of the CFA Society of Cincinnati and chairing the investment committee for 4C for Children. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy utilizing strategic asset allocation and a variety of analytical approaches, managing approximately $1.47 billion in assets.
Based on Journey Advisory Group, LLC
Based on Journey Advisory Group, LLC
Financial planning fees range from $500 to $5,000; flat fees for specific services range from $200 to $2,500
$0+: 0.50% - 1.00% annually (negotiable, decreases with higher assets, varies by office location) No minimum+: 0.10% - 0.50% annually for retirement plan consulting services (negotiable)
$200 per hour for consultations; $75 per hour for administrative staff services
Account minimum: $50,000 Fee-only: Hourly fees from $75 to $200 per hour; flat fees from $200 to $5,000 for financial planning and consulting services
15 W 5th Street
Covington, KY 41011
Kentucky · Ohio
Journey Advisory Group, LLC
2020 - Present (6 years)
PNC Bank, N.A.
2009 - 2020 (11 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.
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Series 65
Cincinnati, OH
J1 Capital LLC
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")