Philip Wegman
Journey Beyond Wealth · Roswell, Georgia
Philip Wegman is a fee-only financial advisor at Journey Beyond Wealth in Roswell, Georgia, who holds the CFP credential. Journey Beyond Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Journey Beyond Wealth |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7258822 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | journeybeyondwealth.com |
How Philip'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 Philip
Is Philip Wegman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Journey Beyond Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Journey Beyond Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Wegman based?
Philip Wegman is based in Roswell, Georgia.
What credentials does Philip Wegman hold?
Philip Wegman holds the CFP credential.
Is Philip Wegman registered with the SEC?
Yes. Philip Wegman is registered as an investment adviser representative in IL (CRD 7258822), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Philip Wegman?
Through Philip's website, journeybeyondwealth.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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