Allison Daines
Journey Beyond Wealth · Roswell, Georgia
Allison Daines is a fee-only financial advisor at Journey Beyond Wealth in Roswell, Georgia, who holds the CFP credential. Journey Beyond Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Journey Beyond Wealth |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 7128365 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | journeybeyondwealth.com |
How Allison's firm compares
- Journey Beyond Wealth's average account is about $607,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Allison
Is Allison Daines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Journey Beyond Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Journey Beyond Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allison Daines based?
Allison Daines is based in Roswell, Georgia.
What credentials does Allison Daines hold?
Allison Daines holds the CFP credential.
Is Allison Daines registered with the SEC?
Yes. Allison Daines is registered as an investment adviser representative in TX and UT (CRD 7128365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Beyond Wealth manage?
Journey Beyond Wealth reports $250.3M across 412 accounts in assets under management.
How do I contact Allison Daines?
Through Allison's website, journeybeyondwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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