Genesis Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,250,400
Total clients
32
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$320,325
About
Genesis Wealth Planning is an independent, single-advisor registered investment adviser that provides financial planning and investment supervisory services to individuals and high net worth individuals. The brochure reports approximately $10.25 million in discretionary assets under management and 32 clients, and the firm offers both one-time/project planning and ongoing retainer-based planning alongside discretionary portfolio management.
The firm’s investment approach centers on a core-and-satellite methodology that combines passively managed index funds and ETFs as the core with selectively chosen active funds as satellites, and it applies a mix of fundamental, technical, charting and cyclical analyses while allowing tactical shifts from strategic allocations. Investment supervisory services are generally discretionary, include an investment policy statement, regular monitoring and rebalancing, and the firm typically recommends custody on an institutional platform.
What is distinctive in the brochure is the firm’s affiliation with an insurance business: the principal is a licensed insurance agent and majority owner of an insurance agency and the document notes this role (and related compensation) may create potential conflicts that will be disclosed to clients; the brochure also states the principal devotes a substantial portion of time to insurance activities. The supplement also discloses a separate publishing business that produces market commentary, and the firm’s small, solo-advisor structure (one advisor serving 32 clients) indicates most client relationships are handled directly by the practitioner.
Client services
Expertise
Occupation focus
Fee options
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)
Main office location
Genesis Wealth Planning, LLC
9001 Highland Woods Blvd, Suite 4
Bonita Springs FL 34135, United States
Number of offices
1
Most active in
Florida · Iowa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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