Chris McCall
Journey Beyond Wealth · Kennesaw, Georgia
Chris McCall is a fee-only financial advisor at Journey Beyond Wealth in Kennesaw, Georgia, who holds the CFP credential. Chris focuses on family wealth transfer. Journey Beyond Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Journey Beyond Wealth |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $250.3M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4709839 |
| Exams passed | Series 65 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | journeybeyondwealth.com |
| Profile |
How Chris'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 Chris
Is Chris McCall a fee-only financial advisor?
Yes. Chris McCall is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris's firm, Journey Beyond Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chris McCall based?
Chris McCall is based in Kennesaw, Georgia.
What does Chris specialize in?
Chris's specialties include family wealth transfer. Chris works with multi-generational families.
What credentials does Chris McCall hold?
Chris McCall holds the CFP credential.
Is Chris McCall registered with the SEC?
Yes. Chris McCall is registered as an investment adviser representative in GA and TX (CRD 4709839), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Chris McCall?
Through Chris's website, journeybeyondwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Journey Beyond Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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