Journey Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Journey Investments, LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “The payments are received in two installments: half at the commencement of the planning process, the final payment is due upon delivery of completed plan.”
• “Client may cancel within five (5) days of signing Agreement for a full refund.”

How Journey Investments, LLC’s fees compare

• Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Loveland that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Loveland that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Journey Investments, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

95

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146777

Website

journey4wealth.com (opens in new tab)

Phone

(800) 287-3041

Other planners in Loveland that publish fees

• Aspired WealthLoveland$100/hr, $2,400
• Keystone Financial ServicesLoveland$500/hr, $1,500⁠-⁠$15,000
• Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPALoveland$150/hr, $1,000⁠-⁠$7,500/yr
• Vital Investment Management LLCLoveland$300/hr, $300

Compare all 6 planners in Loveland