GENESIS WEALTH PLANNING, LLC

Overview

Genesis Wealth Planning, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm delivers financial planning and discretionary portfolio management primarily for individuals and small businesses. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements, allowing clients to choose between ongoing advisory relationships and project-based planning. Investment construction is centered on liquid public funds as the core building blocks, supplemented by selective allocations to third‑party alternative managers. The firm does not present itself as a capital allocator and is not positioned as an ESG-focused or multi-state adviser. Genesis Wealth Planning has an affiliation with an insurance company and offers insurance-related solutions alongside investment and planning services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices