| Advisor Profile |
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| Name: |
Peggy McGillin CFP |
| Phone Number: |
(978) 451-0153 |
| Website: |
Visit Website
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| Research This Advisor |
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ADV Form II Link:
Will be provided
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Business Description |
Journey Financial Planners is an independent retirement planning fiduciary firm in Concord, MA delivering objective, strategic and competitive retirement strategies for the owners and partners of closely held firms.
A fee-only, independent Registered Investment Advisor (RIA), Journey Financial Planners always put the interests of its clients first, ahead of its own and ahead of any of the financial companies it works with. Peggy McGillin, CERTIFIED FINANCIAL PLANNERTM and MBA, is Principal. |
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General Information |
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| SEC File#: |
Commonwealth of MA
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| Insurance License#: |
Not required
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| Name of Custodial Firm: |
Fidelity NFS
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| States Willing to do Business in: |
ALL
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
3
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| Work Experience: |
CERTIFIED FINANCIAL PLANNER TM Certificant
MBA New York University
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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Northeastern University B.S. Finance and Insurance, International Business
MBA - Stern School of Business New York University |
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Services |
| Investment Types: |
Options & Futures, FOREX & Currency, Mutual Funds, Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 66
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| Insurance and Annuity Licenses: |
I do not sell insurance
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
National Charity League
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-only financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Fee % Based on Assets: |
under 1%
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| Additional Details on Charges: |
Firm quotes provided
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| Minimum Fee Charged for Hourly Planning Accounts: |
$500.00
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| Prepared By: |
Peggy McGillin CFP |
Frequently Asked Questions |
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