# Gergana Vasileva

> Gergana Vasileva 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.

Page: https://find.wellspent.co/advisors/gergana-vasileva/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $336.5M across 915 accounts
- **CRD:** 6254211 (https://adviserinfo.sec.gov/individual/summary/6254211)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.jfgplan.com/

## Frequently asked questions

### Is Gergana Vasileva a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gergana 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 Gergana charge for financial advice?

Gergana's firm, Journey Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gergana Vasileva based?

Gergana Vasileva is based in Buffalo Grove, Illinois.

### Is Gergana Vasileva registered with the SEC?

Yes. Gergana Vasileva is registered as an investment adviser representative in IL (CRD 6254211), 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 Gergana Vasileva?

Through Gergana's website, www.jfgplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6254211): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.