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
Galax, VA 24333
Credentials
CFP®, ChFC®, Series 66
Industry experience
2 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)
Plott & French Financial Advisors
2023 - Present (3 years)
Geneos Wealth Management Inc
2023 - Present (3 years)
Geneos Wealth Management
2022 - Present (4 years)
Plot & French Financial Advisors
2022 - Present (4 years)
Virginia Tech
2020 - 2023 (3 years)
UnEmployed
2018 - 2020 (2 years)
Rolling Hills Farm
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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