Journey Wealth Management fees and pricing
Financial planner in Cleveland, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Journey Wealth Management charges an annual fee of $5,000-$125,000 for financial planning.
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.
- Annual fee
- $5,000-$125,000/yr
“The fees range from $5,000 to $125,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Journey Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At termination, fees will be billed/refunded on a pro rata basis for the portion of the quarter completed based on the asset value when termination notice is received.”
- “Asset management fees are collected quarterly in advance or in arrears, as agreed with the client.”
- “On-going fees are invoiced in advance each quarter.”
How Journey Wealth Management’s fees compare
- Its annual fee of $5,000-$125,000 is above the Ohio median of $5,000. 99% of the 79 other Ohio planners that publish an annual fee charge less.
About Journey Wealth Management
“We provide on-going financial planning services in the form of written financial plans and financial planning consultations.”
- Firm size: 27 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- 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
- 862
- Employees
- 27
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,387,419,659
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298904
- Phone
- (216) 468-1333
Can advise clients in 7 states: California, Florida, Illinois, North Carolina, New York, Ohio, Texas
Other planners in Cleveland that publish fees
- Anfield Wealth ManagementCleveland$500, $200/mo
- Beacon Financial Advisory LLCCleveland$250-$20,000
- Cleveland Wealth, LLCCleveland$1,200-$10,000
- Ethos Financial PlanningCleveland$2,000-$10,000
- Family Financial Services, LLCCleveland$50-$250/hr
- Firefly Wealth ManagementCleveland$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.