Generations Wealth Design

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Client assets under management

$51,109,959

Clients

147

33% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$347,687

About

The firm provides wealth management and financial planning to individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations and businesses, offering discretionary portfolio management, retirement‑account advice, and access to third‑party model portfolios through a model marketplace. It serves about 147 clients and manages approximately $52.3 million in assets.

Portfolios are built to client objectives and typically emphasize long‑term strategies while allowing shorter‑term trades for rebalancing, tax harvesting, or cash needs; investments include diversified mutual funds, ETFs, individual stocks, bonds and, at times, options. The adviser uses fundamental and technical analysis, conducts periodic reviews, and generally manages accounts on a discretionary basis while typically applying a $500,000 account minimum (exceptions considered).

Notably, the firm’s advisory personnel maintain a broker‑dealer registration and are licensed insurance professionals, so certain recommendations may be implemented outside the advisory program on a commission basis or as insurance sales—a set of affiliations that is uncommon among similar supported firms and that the brochure discloses as a potential conflict of interest. The firm also participates in a model marketplace and maintains relationships with custodians that provide institutional services and technology or research benefits to the adviser.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Founder/Business Owner

Demographic focus

Established Professionals HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning standalone fixed fees generally between $5,000 and $25,000; negotiable

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Commissions

Commission-based compensation from separate broker-dealer activities and insurance sales by advisory persons

Other

Account minimum: $500,000 Fee-only: Standalone financial planning fixed fees generally between $5,000 and $25,000; fees negotiable

Main office location

Generations Wealth Design

5875 Sw 29 Th Street

Topeka KS 66614, United States

Number of offices

Most active in

Florida · Kansas · Missouri

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (785) 273-5580

Advisors at this firm

Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor with Generations Wealth Design in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked with Cambridge Investment Research Advisors and National Planning Corporation. Outside of advising, he is involved in operating Showcase Loft and Lounge, a business he has been part of for over 40 years. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement-account advice, and access to third-party model portfolios, focusing on long-term strategies while allowing tactical adjustments.

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet)

Cole F

CFP®, Series 63, Series 65

Topeka, KS

Generations Wealth Design

Cole Foster is a CFP® with eight years of industry experience, currently serving as an advisor at Generations Wealth Design. He previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. Foster serves on the alumni board for Kansas State University's College of Health and Human Services and is a member of the finance committee at Hope Community Church. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and retirement-account advice, managing approximately $52.3 million in assets across about 147 clients.

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