Financial Journey LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200.00 per hour.”

Flat or project fee

$300⁠-⁠$2,500

“The fixed fee can range between $300.00 and $2,500.00, depending on complexity and the needs of the client, and will be a ninety (90) minute intensive on the topic of the client’s choosing.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Journey LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Financial Journey LLC’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Pensacola that publish an hourly rate charge less.
• Its flat or project fee of $300-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Pensacola that publish a flat or project fee charge less.

About Financial Journey LLC

• Principal: Shea Newton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.95% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,481,522

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310786

Website

instagram.com/financialjourneyllc (opens in new tab)

Phone

(202) 731-1266

Can advise clients in 3 states: Alabama, Florida, Virginia

Other planners in Pensacola that publish fees

• Armada AdvisorsPensacola$175/hr
• Dna Wealth Management LLCPensacola$150/hr, $1,000⁠-⁠$2,000
• Guernsey Financial, LLCPensacola$500
• Kitchensink Financial Planning, LLCPensacola$450/hr, $250⁠-⁠$2,100/mo
• Saltmarsh Financial Advisors, LLCPensacola$450/hr, $5,000
• Southeastern Financial Planning, LLCPensacola$150/hr, $500⁠-⁠$2,000

Compare all 12 planners in Pensacola