Journey Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fees for consultations are billed at the rate of $200 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Fees for written financial plans range from $500 to $5,000 depending on the complexity of the plan.”

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

How Journey Advisory Group, LLC bills

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

• “The fee charged to each client is negotiable and determined based on the scope and complexity of the services provided.”
• “Services provided by the Administrative staff are billed at $75 per hour.”
• “The fee charged to each client is negotiable and determined based on the scope and complexity of the services provided to the plan.”

How Journey Advisory Group, LLC’s fees compare

• Its hourly rate of $200 is below the Kentucky median of $250. 31% of the 36 other Kentucky planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Kentucky median of $3,000. 45% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• None of the 2 other planners in Covington that publish a flat or project fee charge less.

About Journey Advisory Group, LLC

• Firm size: 31 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

0.5% a year

Clients

859

Employees

31

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$1,654,120,334

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171919

Website

discover.journeyadvisory.group/retirement-readiness (opens in new tab)

Phone

(859) 888-0356

Can advise clients in 20 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin, West Virginia

Other planners in Covington that publish fees

• Legacy Financial Advisors, Inc.Covington$5,000
• Principled Wealth Advisors, LLCCovington$2,000⁠-⁠$30,000
• Abri LLCLexington$500/hr, $3,000
• Advantage Investment ManagementLouisville$250/hr, $25,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Avant-Garde WealthSmiths Grove$5,000/yr

Compare all 3 planners in Covington