MyGen Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
About
MyGen Planning provides portfolio management, a range of financial planning options (ongoing subscription, project-based, and hourly), and employee benefit plan consulting to individuals (including high‑net‑worth clients), charitable organizations, small businesses, and plan sponsors. Portfolio management is delivered through the Betterment Advisor Solutions platform, and financial planning engagements are documented by written agreement before services begin.
The firm’s investment approach emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation grounded in Modern Portfolio Theory, with portfolios constructed from index mutual funds, ETFs, stocks, and bonds and the ability to use Betterment model or custom portfolios. Financial planning work covers comprehensive topics such as cash flow, retirement, tax and estate coordination, and the firm acknowledges an ERISA fiduciary role when advising retirement plans.
Compared with many independent advisers, MyGen Planning regularly offers educational seminars and workshops and provides pension consulting and plan‑sponsor services that include IPS development, DIA/QDIA selection, participant education, and 408(b)(2) oversight. The brochure also indicates the firm is newly formed with a very small client roster and reported $0 in assets under management as of December 31, 2025, and it retains responsibility for determining suitability while delegating discretionary trade execution to the Betterment platform.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Project-Based Financial Planning Services: $500 to $5,000 fixed fee; Educational Workshops and Seminars: negotiable flat fee per event
$0 - $1,000,000: 0.35% annually $1,000,000+: 0.25% annually
$250 per hour for hourly financial planning services
Ongoing Financial Planning Services monthly subscription fee ranging from $125 to $500 per month
Fee-only: Ongoing Financial Planning Services: $250 to $750 onboarding fee plus $125 to $500 monthly subscription fee; Project-Based Financial Planning Services: $500 to $5,000 fixed fee; Hourly Financial Planning Services: $250 per hour
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.
Main office location
MyGen Planning
Chicago IL, United States
Number of offices
1
Forms ADV
Quick links
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