TrueAdvisor
TrueAdvisor
PK
PK

Patricia Ann Kuhar

Journey Advisory Group, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Journey Advisory Group, LLC
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

Location

Mentor, OH

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Journey Advisory Group, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Tw Advisors
November 2014 - January 2023 · 8 yrs 2 mos
Mcdonald Investments INC.
September 2003 - February 2007 · 3 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.