Tyler Lang is a CFA-designated registered investment advisor at Journey Advisory Group, LLC, based in Covington, KY, with 12 years of industry experience. Tyler 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
15 West 5th St, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler manages Lang Properties LLC and Channel Islands Partners, both property management companies, dedicating about 10% of his time and minimal time respectively. Tyler also serves as Manager, CEO, and CCO for Pennington Financial Group, an SEC Registered Investment Adviser, devoting about a quarter of his time.
Employment History
Current Registrations
Journey Advisory Group, LLC
Previous Registrations
Channel Islands Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.