Wesley Shuman
Journey · Summerville, South Carolina
Wesley Shuman is a fee-only financial advisor at Journey in Summerville, South Carolina. Wesley focuses on student loans. Journey reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Journey |
|---|---|
| Based in | Summerville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $556K across 63 accounts |
| SEC registration | Investment adviser representative in CA, SC, TX · CRD 8035798 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gojourney.biz |
| Profile |
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Questions about Wesley
Is Wesley Shuman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Journey reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, Journey, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wesley Shuman based?
Wesley Shuman is based in Summerville, South Carolina.
What does Wesley specialize in?
Wesley's specialties include student loans. Wesley works with physicians.
Is Wesley Shuman registered with the SEC?
Yes. Wesley Shuman is registered as an investment adviser representative in CA, SC and TX (CRD 8035798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey manage?
Journey reports $556K across 63 accounts in assets under management.
How do I contact Wesley Shuman?
Through Wesley's website, gojourney.biz.
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
- Journey website : specialties, clients served, and fees, checked October 30, 2026
- 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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