Brian Kinney
Financial Life Journeys · Peyton, Colorado
Brian Kinney is a fee-only financial advisor at Financial Life Journeys in Peyton, Colorado, who holds the CFP credential. Brian charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,500 a year and 0.8% a year on the first tier of assets managed).
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Facts
| Firm | Financial Life Journeys |
|---|---|
| Based in | Peyton, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · 0.8% a year on the first tier of assets managed · A $200,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $6.5M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6535987 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | finlifejourneys.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $2,500 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- Financial Life Journeys's average account is about $99,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Brian
Is Brian Kinney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Financial Life Journeys reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets and an ongoing planning fee.
How much does Brian charge?
According to Financial Life Journeys's website, checked October 30, 2026: ongoing planning from $2,500 a year; 0.8% a year on the first tier of assets managed; a $200,000 asset minimum.
Where is Brian Kinney based?
Brian Kinney is based in Peyton, Colorado.
What credentials does Brian Kinney hold?
Brian Kinney holds the CFP credential.
Is Brian Kinney registered with the SEC?
Yes. Brian Kinney is registered as an investment adviser representative in CO and TX (CRD 6535987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Life Journeys manage?
Financial Life Journeys reports $6.5M across 66 accounts in assets under management.
How do I contact Brian Kinney?
Through Brian's website, finlifejourneys.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
- Financial Life Journeys website : specialties, clients served, and fees, checked October 30, 2026
- 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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