Journey Financial Group, Inc. fees and pricing

Financial planner in Buffalo Grove, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Journey Financial Group, Inc. charges $450⁠-⁠$10,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $450⁠-⁠$10,000/hr; “Type Maximum Fee Fixed Fee $10,000 Hourly Fee $450 per Payable at the end of each month based upon time spent by JFG. hour Payable Payable one-half (1/2) upon execution of the advisory agreement with JFG and the balance due at the time of presentation of the plan unless otherwise negotiated with you.”

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

“For all new accounts opened at Schwab or Altruist, the annual portfolio management fee is billed and payable monthly in arrears based on the assets under management balance at the end of the previous month.”
“Our advisory fee is negotiable, depending on individual client circumstances.”
“You will incur a pro-rata charge for services rendered prior to the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to the number of days in the month for which you are a client.”

Its hourly rate of $450-$10,000 is above the Illinois median of $273. 100% of the 215 other Illinois planners that publish an hourly rate charge less.
3 of the 3 other planners in Buffalo Grove that publish an hourly rate charge less.

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: 1.25% a year
Clients: 323
Employees: 7
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $336,499,623
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 123565
Website: jfgplan.com (opens in new tab)
Phone: (847) 229-9191

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