Genesis Wealth Planning, LLC

Overview

Genesis Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee schedule plus hourly and fixed-fee arrangements, allowing flexibility for planning-focused engagements as well as ongoing investment management. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor. It is a single-state adviser in practice, and it does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives