Genera Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GenEra Wealth provides discretionary investment management to individuals, high‑net‑worth clients, and businesses, and also advises qualified retirement plans as a limited‑scope ERISA 3(21) fiduciary. The firm offers both standalone and ongoing financial planning and a separate education‑planning service with tiered engagement levels and periodic client reviews.
GenEra implements client portfolios under discretionary authority and may hire or replace sub‑advisors to execute agreed models, relying on fundamental and technical analysis and a mix of long‑ and short‑term strategies, including options where appropriate. For its planning work the firm uses fixed, flat fees for one‑time and ongoing engagements, delivers initial written plans within a stated timeframe, and coordinates with clients’ tax and legal advisers when requested.
Notable aspects relative to peers include explicit pension consulting as a 3(21) ERISA advisor combined with a distinct education‑planning offering and a formal process to select and further delegate to other advisers or sub‑advisors. The brochure also discloses principals’ separate affiliated businesses that provide CFO and tax services (offered separately and disclosed as potential conflicts), and the firm states it does not serve as a private‑fund adviser and does not vote client proxies.
Client services
Fee options
Standalone Comprehensive Financial Planning: $2,500 - $25,000; Standalone Education Planning Services: Foundational $750-$900, Standard $1,000-$1,700, Complex $1,800-$2,500; Ongoing Comprehensive Financial Planning: $1,000 - $5,000 annually; Ongoing Education Planning Services vary by school stage, ranging approximately from $900 to $2,500
1% annually
Main office
Erie CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Genera Wealth · Genera Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
Quick links
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