Chad Faulkenberry is a CFP-designated registered investment advisor at Journey Strategic Wealth LLC, based in Richmond, VA, with 20 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
7275 Glen Forest Drive, Suite 203, Richmond, VA, 23226
Get directionsHistory
Regulatory History (3)
Regulatory
July 2025Customer Dispute
October 2024Customer Dispute
May 2024Other 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.
Employment History
Current Registrations
Journey Strategic Wealth LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations8 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.