Genevieve Margaret Guys
Advisor at Pearl Planning — Dexter, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Dexter, MI 48130
Pearl Planning
Team
Total advisors
6Clients per advisor
51 TypicalAvg AUM per client
$1,050,885 TypicalHNW client ratio
34% TypicalGenevieve Guys is a financial advisor at Pearl Planning with a Series 65 designation and two years of industry experience. Her prior firms include Asset Allocation Strategies, Northern Trust, and Standish Management. She also works as a conservation specialist involved in life insurance and fixed/index annuity sales. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners, offering portfolio management and integrated financial planning. The firm uses a range of investment strategies and third-party platforms to deliver client-specific solutions and employs operational features uncommon for its size.
Based on Pearl Planning
Based on Pearl Planning
Stand-alone financial planning fixed fees range from $500 to $15,000; consulting fees negotiable based on project.
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Hourly fees for stand-alone financial planning and consulting services are $350 per hour.
Fee-only: Financial planning fixed fees range from $500 to $15,000; hourly fees are $350/hour; fees are negotiable.
Dexter, MI
8031 Main Street, Suite 201
Dexter MI 48130
Advisors at this office
6
Michigan
2 years of industry experience
Asset Allocation Strategies
2024 - 2024 • 1 year
Farmington, MI
GLP & Associates
2024 - Present • 2 years
Farmington, MI
Northern Trust
2022 - 2023 • 1 year
Chicago, IL
Standish Management
2021 - 2022 • 1 year
Boston, MA
Unemployed
2021 - 2021 • 1 year
Farmington, MI
Student
2017 - 2021 • 4 years
Mt. Pleasant, MI
Student
2013 - 2017 • 4 years
Farmington, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)