Journey Advisory Group, LLC logo

Journey Advisory Group, LLC

Updated today

Total assets under management

$1,654,120,334

Total clients

859

39% high-net worth

Total advisors

20

of 31 employees

Firm size

Multi Team

Average clients per advisor

43

Average account size

$1,925,635

About

Journey Advisory Group serves individuals (including high-net-worth clients), trusts and estates, charitable organizations, corporations and retirement plans, providing continuous portfolio management, written financial planning, and retirement plan consulting services such as investment policy statement preparation and serving as a 3(38) co-fiduciary when engaged. The firm delivers these services through individual portfolio management arrangements and separate financial planning or consulting engagements.

The firm generally implements a long-term, strategic asset allocation approach, using fundamental, technical and cyclical analysis together with portfolio construction tailored to each client’s objectives, tax considerations and liquidity needs; tax-conscious techniques such as tax-loss harvesting and limited alternative exposures are part of its toolkit. Journey reports approximately $1.65 billion in assets under management and typically manages client accounts on a discretionary basis while treating legacy or non-managed assets separately.

Noteworthy differences from many peers include advising on pooled investment vehicles—its brochure explicitly lists interests in partnerships investing in real estate and in oil and gas—and operating an affiliated insurance agency, Journey Risk Solutions, to offer primarily life insurance products. The firm’s ADV also indicates use of client testimonials in advertising and documents the 2024 transfer of Herr Investment Group clients who remain on grandfathered billing arrangements, a transition detail that affects some accounts’ administration.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees range from $500 to $5,000; flat fees for specific services range from $200 to $2,500

Percentage

$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)

Project-based

$200 per hour for consultations; $75 per hour for administrative staff services

Other

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

Main office location

Journey Advisory Group, LLC

50 E. Rivercenter Blvd, Suite 301

Covington KY 41011, United States

Number of offices

4

Most active in

California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Michigan · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Pashence B

Series 65

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Adam L

CFP®, Series 63, Series 66

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Meghan M

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Kathryn M

Series 65, Series 66

Temple, TX

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Paula A

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

James J

CFA®

Blue Ash, OH

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Tyler V

Series 65

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Elizabeth D

Series 65

Cincinnati, OH

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

James T

CFA®, Series 63, Series 65

Centerville, OH

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Tyler M

Series 65

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Cary K

Series 63, Series 66

Round Lake, IL

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Randolph C

Series 66

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Kevin K

Series 63, Series 65

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

James O

CFP®, Series 63

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Richard P

CFA®

Covington, KY

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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