Journey Beyond Wealth

Journey Beyond Wealth at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 6 employees and 109 individual clients, 51 of them high net worth.
• Its average account is about $607,000 (assets it manages divided by its 412 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Journey Beyond Wealth fees

Journey Beyond Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (4)

• Allison Daines

  CFP

• Andy Avera

  CFP · CAP

• Chris McCall

  CFP

• Philip Wegman

  CFP