Generations Wealth Design
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,109,959
Clients
147
Advisors
2
of 4 employees
About
Generations Wealth Design is a Kansas‑registered advisory firm that manages about $52.3 million on behalf of roughly 147 client relationships and is staffed by two advisers. The firm provides discretionary wealth management and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and businesses.
The firm constructs customized portfolios using diversified mutual funds, ETFs, individual equities, individual bonds and occasional stock‑option positions, generally following a long‑term approach while allowing shorter‑term trades for rebalancing or client needs. Generations Wealth Design also assigns and charges for Altruist Model Marketplace portfolios and recommends Altruist for custody and advisor services, and the brochure discloses participation in soft‑dollar and platform benefit arrangements.
Notably, the firm’s advisers have industry affiliations that are uncommon among similar firms: advisory personnel are licensed insurance agents and a principal maintains a broker‑dealer registration, so recommendations that are implemented through those channels may generate commission‑based compensation separate from advisory fees and are disclosed as potential conflicts. The brochure also highlights several operational choices that differ from many peers, including a stated $500,000 account guideline with case‑by‑case exceptions, retention of legacy positions for tax or portfolio fit, and the availability of standalone written financial plans.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Standalone financial planning engagements are charged a fixed fee generally between $5,000 and $25,000, negotiable.
$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%
Account minimum: $500,000
Main office
5875 SW 29th Street
Topeka KS 66614
Advisors at this office
2
Most active in
Florida · Kansas · Missouri
Also doing business as
Foster Capital Management Inc. · Generations Wealth Design
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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
Advisors at this firm
Vincent F
Series 63, Series 65
Topeka, KS
Generations Wealth Design
Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.
Cole F
CFP®, Series 63, Series 65
Topeka, KS
Generations Wealth Design
Cole Foster is a CFP® professional with nine years of experience in the financial services industry. He is currently with Generations Wealth Design and has previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. Foster serves on the alumni board of 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 is a Kansas-registered advisory firm managing approximately $52.3 million across 147 client relationships. The firm provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses, using customized portfolios that incorporate diversified funds, equities, bonds, and occasional stock-option positions.
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