Brian McDonaugh
Journey Financial Group · Buffalo Grove, Illinois
Brian McDonaugh is a fee-only financial advisor at Journey Financial Group in Buffalo Grove, Illinois. Journey Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Journey Financial Group |
|---|---|
| Based in | Buffalo Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.5M across 915 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7293523 |
| Exams passed | Series 66 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.jfgplan.com |
| Profile |
How Brian's firm compares
- Journey Financial Group's average account is about $368,000, from its Form ADV (assets managed divided by 915 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian McDonaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Journey Financial Group 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's firm, Journey Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian McDonaugh based?
Brian McDonaugh is based in Buffalo Grove, Illinois.
Is Brian McDonaugh registered with the SEC?
Yes. Brian McDonaugh is registered as an investment adviser representative in IL (CRD 7293523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Financial Group manage?
Journey Financial Group reports $336.5M across 915 accounts in assets under management.
How do I contact Brian McDonaugh?
Through Brian's website, www.jfgplan.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.
See something wrong? Request a correction. Read our methodology.