Genuine Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,972,516
Clients
41
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$340,793
About
The firm provides comprehensive financial planning and portfolio management services to individual and high‑net‑worth clients, offering both ongoing and project‑based planning with continuous advice and account supervision. It also conducts educational seminars and speaking engagements on personal finance topics for groups, presented virtually or in person.
As a fee‑only registered adviser that does not accept commissions, the firm tailors asset allocation and investment selection using a mix of passive and active approaches and multiple analytical methods (fundamental, technical, cyclical, and charting). It may manage client accounts on a discretionary basis under a limited power of attorney and conducts periodic reviews tied to clients’ investment policies, risk tolerance, and financial plans.
What is distinctive for this firm relative to many peers is that it does not use percentage‑of‑assets‑under‑management advisory fees, and it explicitly offers public educational seminars at low or no cost—features that are statistically uncommon among independent advisers. The brochure also notes the firm sources referrals through the Wealthramp online tool and that the firm’s principal holds the CFP® certification, which it highlights in its compliance and service disclosures.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees as above for financial planning and seminars
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
Main office location
Genuine Wealth Solutions
Richmond VA, United States
Number of offices
1
Most active in
Genuine Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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