Journey Advisory Group, LLC

Journey Advisory Group, LLC is a privately-owned investment advisory firm founded in 2014 and headquartered in Covington, Kentucky. The firm is registered with the U.S. Securities and Exchange Commission and has three office locations. The firm's principal owners are Tyler S. Lang, CFA, and Stephan Lang. Journey offers individual portfolio management services (IPMS) on a discretionary basis, with a minimum account size generally starting at $50,000. The firm charges an annual fee ranging from 0.50% to 1.00% for IPMS, negotiable based on the services provided. Financial planning and consulting services are primarily based on an hourly rate, with flat fees for specific services. Retirement plan consulting services are also offered, with an annual fee ranging from 0.10% to 0.50% of plan assets. Journey does not charge performance-based fees and acts as a fiduciary, requiring the firm to act in the best interests of clients. Clients' accounts are held by a qualified custodian, and Journey does not accept custody of client funds or securities. The firm does not have any disciplinary information to disclose. Journey has established a Code of Ethics and personal trading policies to ensure integrity and compliance. Clients receive regular account reviews and reports, and the firm does not accept compensation for client referrals. Journey does not vote client securities unless agreed upon in writing. The firm does not have any financial conditions that may impair its ability to meet commitments to clients.