Advisor at Generational Wealth Management
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Firm
Generational Wealth Management
Location
Zeeland, MI 49464
Credentials
Series 63, Series 65
Industry experience
15 years
Schyuler Wilson is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including First Allied Advisory Services and Private Client Services. In addition to his advisory role, Wilson provides notary services and assists with life insurance sales. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households. The firm offers discretionary portfolio management, financial planning, retirement education, and non-advisory services such as tax preparation and insurance administration, managing approximately $300 million in client assets.
Based on Generational Wealth Management
Based on Generational Wealth Management
Fixed financial planning fees range from $2,500 to $10,000, negotiable
$0 - $0:
Some investment adviser representatives are registered reps of a broker-dealer and may receive commissions for insurance products.
Hourly financial planning fee of $250, negotiable
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 Fee-only: Management fee ranges from 0.80% to 1.75%, negotiable; platform fee 0.25% additional; Institutional Strategist fees vary and are separate; retirement plan fees 0.25% to 1.00%, negotiable; hourly fee $250; fixed financial planning fee $2,500 to $10,000, negotiable
244 East Main Avenue
Zeeland, MI 49464
Indiana · Michigan
Private Client Services
2022 - Present (4 years)
Private Client Services
2021 - 2022 (1 year)
First Allied Advisory Services
2020 - 2021 (1 year)
Gen Wealth Partners, Inc. Dba Generational Wealth Management
2016 - Present (10 years)
First Allied Advisory Services, Inc
2012 - 2020 (8 years)
First Allied Securities, INC.
2010 - 2021 (11 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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I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.
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