Genesis Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Genesis Wealth Advisors serves individual and high‑net‑worth clients, charitable organizations, and retirement plans, offering discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. Its Fundamental Wealth Management Service (FWMS) and Institutional Wealth Management Service (IWMS) include model or custom portfolio management, financial planning, and additional support such as trustee administrative assistance and tax documentation organization.
The firm’s investment approach emphasizes fundamental analysis and long‑term portfolio construction tailored to each client’s objectives, risk tolerance, and time horizon, with the advisor responsible for ongoing monitoring and periodic rebalancing. Genesis also documents and communicates account performance: it notes model/custom portfolio management in FWMS and states it may provide periodic reports regarding holdings, allocations, and performance (including performance reporting for retirement plans).
What distinguishes Genesis from many peers is its use of model portfolios and related performance disclosures—its brochure describes model/custom portfolios and the provision of performance reporting and client reports that can include performance results and hypothetical/model information. The firm’s ADV also discloses relationships and platform arrangements that are less common for similarly sized teams, including participation in the Fidelity Institutional platform and other disclosed industry affiliations and service offerings such as intergenerational financial education and trustee support.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $5,000, negotiable.
$0 - $1,000,000: 1.00% (FWMS) $1,000,001 - $4,000,000: 0.90% (FWMS) $4,000,001 - $7,000,000: 0.80% (FWMS) $7,000,001 - $10,000,000: 0.70% (FWMS) $10,000,001+: 0.50% (FWMS) $0 - $1,000,000: 0.75% (IWMS) $1,000,001 - $4,000,000: 0.65% (IWMS) $4,000,001 - $7,000,000: 0.55% (IWMS) $7,000,001 - $10,000,000: 0.45% (IWMS) $10,000,001+: 0.35% (IWMS)
$200 to $400 per hour for financial planning services, negotiable.
Account minimum: $250,000 for Fundamental Wealth Management Services (FWMS); $1,000,000 for Institutional Wealth Management Services (IWMS) Fee-only: Financial planning services charged hourly from $200 to $400 per hour.
Main office
See office400 Washington Street, Suite 308
Braintree MA 02184
Advisors at this office
1
Offices (3)
Most active in
Florida · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Vermont
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Quick links
Advisors at this firm
Nicholas D
CFP®, CFA®, Series 63, Series 65, Series 66
Stoughton, MA
Genesis Wealth Advisors, LLC
Nicholas De Peyster is a CFP® and CFA® with 15 years of experience in the financial industry. He has been with Genesis Wealth Advisors, LLC since 2011. Outside of his advisory role, he serves as Managing Director of Surge Ventures, LLC, a family-oriented limited partnership. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach centers on fundamental analysis and long-term portfolio construction, using model and custom portfolios with ongoing monitoring and periodic rebalancing.
Paul S
Series 63, Series 66
Stoughton, MA
Genesis Wealth Advisors, LLC
Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.
Paul D
ChFC®, Series 63, Series 65
Stoughton, MA
Genesis Wealth Advisors, LLC
Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.
Arthur D
Series 66
Wakefield, MA
Genesis Wealth Advisors, LLC
Arthur Debenedictis is a financial advisor at Genesis Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Genesis since 2011. He is also the owner of a CPA firm, Arthur M. DeBenedictis, where he has been practicing since 1989. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a focus on model portfolios and detailed performance reporting.
Adrian B
CFP®, Series 63, Series 65
Braintree, MA
Genesis Wealth Advisors, LLC
Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.
Daniel D
Series 65
Stoughton, MA
Genesis Wealth Advisors, LLC
Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.
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”)