Journey Beyond Wealth

Journey Beyond Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Roswell, Georgia. On its latest Form ADV, filed February 6, 2026, it reports $250M in regulatory assets under management, 109 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	290367 · SEC file 801-128161
Office	300 Colonial Center Parkway Suite 100 Roswell, GA 30076
Phone	(678) 331-7900
Website	journeybeyondwealth.com
Regulatory assets under management	$250M
Individual clients	58 non-high-net-worth, 51 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	February 6, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Roswell

• Park Square Financial Group LLC $219M
• St. John & Associates, Inc. $128M
• Commonwealth Financial Planners Inc $228M
• Asset Guidance Group, LLC $17M
• Blueprint Wealth Management $138M

See all 6 fee-only advisers in Roswell →

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