Genuine Wealth Solutions

Updated today

Total assets under management

$8,839,041

Total clients

0% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

Average account size

$441,952

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees as above for financial planning and seminars

Other

Account minimum: $300,000 (may be reduced or waived on a case-by-case basis) Minimum fee: Initial fee of up to $500 for initial financial plan construction (may be waived at Advisor's discretion) Fee-only: Fixed fees ranging from $3,000 to $12,000 annually for Ongoing Financial Planning; $500 to $6,000 fixed fee for Project-Based Financial Planning; $0 to $50 per participant for Educational Seminars

Disclosures

Main office location

Genuine Wealth Solutions

Richmond VA, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 804-906-8463

Advisors at this firm

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev