McLain Tallungan
Journey Financial Group · Buffalo Grove, Illinois
McLain Tallungan 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.
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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, TX · CRD 1062311 |
| Exams passed | Series 63 (1991) · Series 65 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.jfgplan.com |
How McLain's firm compares
- Journey Financial Group's average account is about $368,000, from its Form ADV (assets managed divided by 915 accounts).
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Questions about McLain
Is McLain Tallungan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: McLain 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 McLain charge for financial advice?
McLain's firm, Journey Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is McLain Tallungan based?
McLain Tallungan is based in Buffalo Grove, Illinois.
Is McLain Tallungan registered with the SEC?
Yes. McLain Tallungan is registered as an investment adviser representative in IL and TX (CRD 1062311), 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 McLain Tallungan?
Through McLain'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.
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