G
Generational Wealth Specialists
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
50% 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
10
LowAverage account size
$0
About
Generational Wealth Specialists provides financial planning and consulting primarily for individual and high-net-worth clients and serves as a solicitor that refers clients to third‑party investment managers. The firm does not manage client portfolios directly or accept discretionary investment authority.
After assessing a client’s financial situation and objectives, the firm recommends and onboards third‑party managers (TPMs), delivers TPM documentation to clients, and monitors TPM performance while acting as the liaison between client and manager. It also offers tailored financial planning and ongoing plan updates, allowing clients to impose investment restrictions and change objectives as needed.
What distinguishes the firm from many independent peers is that it does not offer direct portfolio management or rely on percentage‑of‑assets fees; instead it is primarily compensated through solicitor arrangements with TPMs and through time‑based planning engagements. The firm operates at a very small scale (a single‑advisor practice with a small client base and no discretionary assets under management) and discloses an owner who holds professional financial planning credentials and maintains an outside real estate business, with conflicts mitigated by written disclosures and firm procedures.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Tax-loss harvesting
General tax planning
Fee options
$250 per hour
Fee-only: $250 per hour for financial planning and consulting
Main office location
Generational Wealth Specialists
Des Peres MO, United States
Number of offices
1
Most active in
Generational Wealth Specialists has reported serving >5 clients in these states in the last 12 months.
Missouri
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:
-
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.
-
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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