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CFP
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CFP

Richard Fontenot

Journey Financial Management, LLC
18 Years of Experience
Bowling Green, KY
Sells Insurance
View SEC Summary
View SEC Summary

Richard Fontenot is a CFP-designated registered investment advisor at Journey Financial Management, LLC, based in Bowling Green, KY, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 77 clients with $58M in assets under management.

Journey Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
77 clients
Average Client Portfolio
$751K average
Assets Under Management
$57.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $3.0M0.65%
$3M+0.45%

Fees are negotiable. Schedule applies to standalone investment supervisory services. Comprehensive financial planning includes investment management with a separate tiered schedule starting at 1.00% and a $3,000 minimum annual retainer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

701 Dishman Ln, Suite 2, Bowling Green, KY, 42104

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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.

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Other Business ActivitiesSells Insurance

Richard is a life insurance agent with Tru Choice Financial Group since 2008, dedicating minimal time. He also owns RC Holdings, LLC (real estate construction & rental) and Hastings Real Estate Management, LLC, spending a few hours per week on each.

Employment History
Current Registrations
Journey Financial Management, LLC
June 2010 - Present · 16 yrs 5 mos
Previous Registrations
Argi Investment Services, LLC
January 2010 - June 2010 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2008 - June 2010 · 2 yrs 2 mos
State Registrations5 states
FLINKYTNTX
Advisor

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.

Exams
No exam information available for this advisor.
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