CRD: 153404
Journey Financial Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-10-2010
- Office Locations
- 2
Office Locations
About Journey Financial Management, LLC
Journey Financial Management, LLC is a Kentucky-based RIA led by CERTIFIED FINANCIAL PLANNER™ professionals, offering comprehensive or hourly financial planning along with ongoing investment management. The firm focuses on understanding client goals and providing continuous, best-interest guidance to keep plans on track. Portfolios are primarily ETF- and public-fund based, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 77 clients, or 19.3 clients per representative. That equates to $751.4K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Platform
- Services
- Technology
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The full Journey Financial Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD JAY FONTENOT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5444780
- Ownership
- 50% but less than 75%
ANDREW JAMES ALLEN HEAD
Managing Member
- CRD
- #4747119
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Derrick A Palmer
Financial Planner
- CRD
- #6369396
GRANT EDMOND PATTERSON
Financial Planner
- CRD
- #7929128
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,859,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,859,656 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Journey Financial Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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