Generational Wealth Development
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About
Generational Wealth Development, LLC provides fee‑only financial planning and educational seminars to individuals and high‑net‑worth clients, with services that include business planning, cash‑flow and debt management, retirement projections, estate planning, insurance review, and investment analysis. The firm operates as a solo adviser with a very small client roster and does not provide portfolio management or custody of client assets.
Work is delivered through project‑based engagements, full‑service analyses, or ongoing planning arrangements that emphasize comprehensive planning across tax, estate, risk, and retirement topics and may include recommendations for mutual funds and ETFs using asset‑allocation and passive strategies. Fees are charged on a fixed, hourly, or recurring monthly basis rather than as a percentage of assets under management, and the firm does not accept commissions.
Compared with many peers, the firm is planning‑centric rather than asset‑management focused and supplements one‑on‑one work with seminars and educational offerings; the principal’s banking and related business experience informs work with business owners and employee‑benefit issues. The firm does not recommend other investment advisers for implementation, does not take custody of client funds, and maintains a deliberately small client base.
Client services
Expertise
Fee options
Initial fee up to $500 for ongoing financial planning initial plan construction; Full Service Financial Analysis fee $3,200
Hourly rate of $150 for project-based financial planning
Ongoing Financial Planning fees paid monthly in arrears ranging from $50 to $300 per month
Minimum fee: Ongoing Financial Planning minimum fee is $550 (negotiable); Project-Based Financial Planning minimum fee is $1,000 (negotiable) Fee-only: Fixed fees ranging from $50 to $300 per month for ongoing financial planning; project-based fixed fees between $1,000 and $10,000; Full Service Financial Analysis fee $3,200 (all negotiable)
Main office
Cameron MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Generational Wealth Development · Generational Wealth Development, 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
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