Chad Dwight Faulkenberry

CFP

Journey Strategic Wealth LLC

20 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Journey Strategic Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

928 clients

Average Client Portfolio

$4.1M average

Assets Under Management

$3.8B

Fee Structure

Location

1700 Bayberry Ct, Suite 203, Richmond, VA, 23226

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 2025

Final

Customer Dispute

October 2024

Denied

Customer Dispute

May 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Chad facilitates Dave Ramsey's Financial Peace University course and is the Finance Committee Chair for Aloma Church Ministries, focusing on financial planning and management. He is also the Chair of the Board of Directors for Central Florida Community Arts.