Kathryn Mcneely is a registered investment advisor at Journey Advisory Group, LLC, based in Temple, TX, with 8 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 843 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Advisory Group offers investment management services where they manage your investments based on your individual needs. The annual fee generally ranges from 0.50% to 1.00% of the assets they manage. The exact fee is negotiable and depends on the complexity of the services provided. Journey combines accounts for those living under the same address for fee reduction purposes.
Location
2207 Birdcreek Dr., Temple, TX, 76502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kathryn is a member of Total Retirements, LLC, a DBA of Lang Advisors, LLC, providing client service for financial planning and investment management. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Journey Advisory Group, LLC
Previous Registrations
Channel Islands Group
Independent Financial Partners
State Registrations1 state
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