Fee-only adviser · Cleveland, OH
Journey Wealth Management
Journey Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cleveland, Ohio. On its latest Form ADV, filed March 30, 2026, it reports $1.4B in regulatory assets under management, 862 individual clients and 17 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 | 298904 · SEC file 801-114180 |
| Office | 22901 Millcreek Blvd. Suite 225 Cleveland, OH 44122 |
| Phone | (216) 468-1333 |
| Website | www.fsmwealthadvisors.com |
| Regulatory assets under management | $1.4B |
| Individual clients | 572 non-high-net-worth, 290 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 27 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 Cleveland
- Clearstead; Clearstead Advisory Solutions $33.9B
- Beacon Financial Advisory LLC $901M
- Park Edge Advisors, LLC $523M
- First Fiduciary Investment Counsel Inc $566M
- Intentional Wealth Partners $60M
- Wellspring Family Office $5.1B
See all 16 fee-only advisers in Cleveland →
Nearby
- Bratenahl 1 firm
- Cleveland Heights 2 firms
- Lakewood 1 firm
- Independence 6 firms
- Rocky River 3 firms
- Fairview Park 1 firm
- Middleburg Heights 2 firms
- Beachwood 11 firms
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