Firm
Financial Journey LLC
Pensacola, Florida
Fee-only
Financial Journey LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $195,000 (assets it manages divided by its 23 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Pensacola, Florida |
|---|---|
| Website | financialjourneyllc.com |
| [email protected] | |
| Phone | (202) 731-1266 |
Financial Journey LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| Account minimum | None |
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"Starting at $2,500" source
"Investment Management Services available starting at 0.95%" source
"$0 Minimum" source
"Investment Management Services available starting at 0.95%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 8 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 310786 |