Advisor at Geneos Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Geneos Wealth Management, Inc.
Location
Lindale, TX
Credentials
Series 63, Series 65
Industry experience
29 years
Financial planning one-time fixed fees from $125 to $25,000
$0+: Negotiated between 0.00% to 2.50% annually $0+: American Funds direct program tiered fees of 0.50%, 0.60%, 0.80%, or 1.00% depending on account balance (not negotiable) $0+: American Funds direct program fixed fee option of 0.75% (not negotiable)
Representatives may earn commissions as registered representatives and insurance agents separately from advisory fees
Financial planning hourly fees range from $35 to $300 per hour
Financial planning periodic fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum asset management fee of 0.50% (50 basis points) annually Fee-only: Financial planning fees charged as one-time fixed fee ($125 to $25,000), hourly fee ($35 to $300 per hour), or periodic fee ($50 to $25,000 per period)
Coffman Wealth Management
2009 - Present (17 years)
Geneos Wealth Management, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFP®, ChFC®, CRPC®
Tyler, TX
Gibson Wealth Advisors, LLC
Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.
Series 63, Series 65
Tyler, TX
Merrill
Gregg Davis serves as the Senior Resident Director and Wealth Management Advisor for Merrill Lynch’s East Texas office. He has been with Merrill Lynch Wealth Management since 1994 and has held the position of Resident Director in Tyler, Texas, since 2009. In this role, he focuses on wealth management strategies, retirement income planning, and advising on investment portfolio management and retirement plan analysis. Gregg also works with clients on corporate retirement benefit plans, including lending, profit sharing, 401(k) plans, and liquidity events, utilizing the firm’s resources to address small business strategies and tax minimization. Gregg holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree in finance from Stephen F. Austin State University and is a member of the Financial Planning Association. In addition to his professional responsibilities, Gregg leads the local market efforts of the Bank of America Charitable Foundation, Inc., helping determine grant awards to community organizations in Smith County. A native Texan, Gregg enjoys outdoor sports, including golf, hunting, and fishing. He serves on the board of the East Texas Food Bank and lives in Tyler with his wife, Rebecca, and their two children.
CFP®, Series 66
Mineola, TX
Edward Jones
Series 66
Mineola, TX
Edward Jones
Series 63, Series 65
Tyler, TX
Gibson Wealth Advisors, LLC
Series 63, Series 65
Lindale, TX
Dean Wealth Management, LLC
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