Brandon Apisa
Advisor at The GenWealth Group, 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.
Advisor at The GenWealth Group, 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
The GenWealth Group, Inc.
Location
Maplewood, NJ 07040
Credentials
CFP®, Series 66
Industry experience
4 years
Brandon Apisa is a CFP® professional with four years of industry experience. He is currently with The GenWealth Group, Inc., having previously worked at OmniGrowth Wealth Professionals and several other financial firms. Outside of finance, his background includes roles in real estate and hospitality. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment process, and offers tax-aware features alongside ongoing account reviews and written plans.
Based on The GenWealth Group, Inc.
Fixed fee for educational seminars (varies, negotiated case-by-case)
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Commissions earned by licensed insurance agents for selling insurance products separate from advisory fees
Account minimum: $500,000 Minimum fee: $6,250 per household per year (minimum annual fee for portfolio management services)
6 Inwood Place
Maplewood, NJ 07040
New Jersey
The GenWealth Group, Inc
2025 - Present (1 year)
OmniGrowth Wealth Professionals at LPL
2024 - 2025 (1 year)
OmniGrowth Wealth Professionals at LFA
2022 - 2024 (2 years)
Mass Mutual Investors Services
2022 - 2022 (1 year)
Mass Mutual Insurance Company
2021 - 2022 (1 year)
Equitable Advisors
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Char Steakhouse
2018 - 2018 (1 year)
Redefined Real Estate
2018 - 2022 (4 years)
Unemployed
2018 - 2018 (1 year)
iPic Theaters
2017 - 2018 (1 year)
Yager Lawn Maintenance
2017 - 2017 (1 year)
Pace University
2016 - 2020 (4 years)
Olive Garden
2016 - 2017 (1 year)
Olive Garden
2013 - 2016 (3 years)
Middle/High School
2009 - 2016 (7 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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