Fee-only adviser · Buffalo Grove, IL
Journey Financial Group, Inc.
Journey Financial Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Buffalo Grove, Illinois. On its latest Form ADV, filed March 24, 2026, it reports $336M in regulatory assets under management, 323 individual clients and 6 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 | 123565 · SEC file 801-79263 |
| Office | 1110 W. Lake Cook Road Suite 265B Buffalo Grove, IL 60089 |
| Phone | (847) 229-9191 |
| Website | www.jfgplan.com |
| Regulatory assets under management | $336M |
| Individual clients | 214 non-high-net-worth, 109 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 Buffalo Grove
- Phase III Advisory Services, Ltd $211M
- Highview Capital Management, LLC $416M
- Long Run Investment Management, LLC $12M
See all 4 fee-only advisers in Buffalo Grove →
Nearby
- Lincolnshire 3 firms
- Bannockburn 2 firms
- Deerfield 5 firms
- Vernon Hills 1 firm
- Lake Zurich 1 firm
- Palatine 4 firms
- Northbrook 17 firms
- Lake Forest 8 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Journey Financial Group, Inc.? Update this listing.