Generational Financial Partners, LLC

Overview

Generational Financial Partners, LLC is a recently formed limited liability company that registered with the SEC in 2026 and positions itself as a fee-based advisory practice focused on individuals and small businesses. The firm offers financial planning, discretionary portfolio management for private clients and small business owners, and manager selection services — the latter indicates they act as a capital allocator, sourcing or vetting outside advisers for client allocations. Compensation is a mix of percentage-of-assets and fixed-fee arrangements. FINTRX flags the firm as newly formed and unclassified in its taxonomy. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser in the dataset. Ownership is reported as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives