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The Journeys Group, Inc.

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Client assets under management

$63,000,000

Clients

174

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

87

High

Average account size

$362,069

About

The Journeys Group, Inc. provides investment supervisory services, hourly financial planning, and selection/referral to third‑party money managers for individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $63 million in assets under management across about 174 client relationships and operates with a small advisory team from a single office.

The firm documents client goals and constraints in an Investment Policy Statement and relies primarily on cyclical analysis, using both short‑ and long‑term purchases, with monthly portfolio reviews and at least quarterly client reporting. The brochure states the firm does not exercise investment discretion over client accounts and will, when appropriate, refer clients to an external manager (identified in the brochure as Symmetry Partners) and receive a disclosed fee share for those referrals.

Notable characteristics include that all reported AUM is non‑discretionary and the firm does not take custody of client assets, a combination that is less common among peer supported advisers. Principals are licensed insurance agents and have multiple outside business activities (including real‑estate holding entities), which the firm discloses and describes as a potential conflict of interest to be managed.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Percentage

$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001+: 0.50%

Project-based

$150/hour for financial planning services

Other

Account minimum: $10,000 Minimum fee: $250 quarterly fixed fee for accounts under $100,000 Fee-only: Investment Supervisory Services fees, Financial Planning hourly fees $150/hour

Main office location

The Journeys Group, Inc.

222 Emily Dr

Winterville NC 28590, United States

Number of offices

1

Most active in

More info

North Carolina · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (252) 304-1019

Advisors at this firm

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user avatar

George P

CFP®, Series 65

Winterville, NC

The Journeys Group, Inc.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

George P

CFP®, ChFC®, Series 63, Series 65

Winterville, NC

The Journeys Group, Inc.

George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.

General retirement planning College savings (529s, UTMA, etc.)
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