Advisor at Genesis Wealth Planning, LLC
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
Genesis Wealth Planning, LLC
Location
Bonita Springs, FL 34135
Credentials
CFP®, Series 65, Series 66
Industry experience
19 years
Paul Hancock is a CFP® professional with 19 years of experience in financial advising. He is the principal of Genesis Wealth Planning, LLC, an independent firm based in Bonita Springs, FL, where he has worked since 2013. Hancock is also a part-owner and licensed agent of Super Insurance of South West Florida, an insurance agency, and the sole owner of Sound Money Capital, a publishing company that produces market commentary. Genesis Wealth Planning serves individual and high-net-worth clients by providing comprehensive financial planning and investment supervisory services. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selected active funds, managing accounts on a discretionary basis with attention to diversification, tactical allocation, and tax efficiency.
Fixed fees from $50 to $10,000 for project-based financial planning; fixed retainer fees $300 to $3,000 per quarter ($1,200 to $12,000 per year)
$200 per hour
Retainer fees of $300 to $3,000 per quarter ($1,200 to $12,000 per year) for combined financial planning and investment supervisory services
Minimum fee: $600 set-up fee for retainer financial planning services Fee-only: Fixed fees range from $50 to $10,000 for project-based financial planning; hourly rate $200/hour billed in 10-minute increments; retainer financial planning fees range from $1,200 to $12,000 per year ($300 to $3,000 per quarter)
9001 Highland Woods Blvd, Suite 4
Bonita Springs, FL 34135
Florida · Iowa
Sound Money Capital LLC
2025 - Present (1 year)
Genesis Wealth Planning, LLC
2013 - Present (13 years)
Super Insurance of South West Florida, LLC
2013 - Present (13 years)
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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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I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
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