Journey Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Journey Investments, LLC (dba The Journey Financial Group) provides personalized financial planning and consulting primarily to individual clients and other account types such as trusts and retirement plans. The firm does not act as a custodian and generally does not manage client assets directly.
Advice is delivered through consultations and documented in written financial plans and client investment policy statements; clients may impose investment restrictions and receive periodic reviews. Instead of discretionary portfolio management, the firm refers clients to third‑party money managers and reviews quarterly statements and performance provided by those managers.
Notable distinctions include an active insurance broker/agent affiliation in the firm’s business activities (with more than half of related time spent on insurance work) and referral arrangements with third‑party managers, including programs that offer passive ETF and wrap fee options. The firm’s own compensation model relies on fixed, hourly, and referral arrangements rather than charging a proprietary percentage‑of‑assets fee, and the brochure discloses related conflicts of interest and the firm’s procedures to mitigate them.
Client services
Expertise
Fee options
Negotiable fixed fee for financial planning services with a maximum fee of $2,500.
All Assets+: 2.00% total annual fee (1.00% to Impact Partnership Wealth, LLC and 1.00% to Journey Investments, LLC) - Private Wealth Portfolios All Assets+: 1.50% total annual fee (0.50% to Impact Partnership Wealth, LLC and 1.00% to Journey Investments, LLC) - ETF Portfolios All Assets+: $300 annual fee to Journey Investments, LLC for Client Directed Accounts; $0 to Impact Partnership Wealth, LLC
$200 per hour for financial planning services.
Fee-only: Financial planning fixed fees up to $2,500 based on complexity and hourly fees at $200 per hour.
Main office
201 East 4th Street #95
Loveland CO 80537
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Journey Investments, LLC · Morgan Wealth Management Services, LLC · Personalized Retirement Solutions, LLC · The Journey Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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