KM
KM

Kathryn C Mcneely

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
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Location

2207 Birdcreek Dr., Temple, TX, 76502

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Channel Islands Group
August 2019 - February 2020 · 6 mos
Independent Financial Partners
August 2011 - April 2013 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Kathryn C Mcneely - Financial Advisor | TrueAdvisor