Genesis Wealth Planning, LLC
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About
Genesis Wealth Planning, LLC provides financial planning and ongoing investment supervisory services to individuals and high‑net‑worth clients, managing about $10.25 million for a small client base. The firm offers modular, project‑based and retainer engagements and can deliver planning as a stand‑alone service or bundled with continuous portfolio supervision.
The firm generally implements a core‑and‑satellite asset allocation that uses passively managed index funds and ETFs as the core while selectively adding actively managed funds as satellites, and it typically manages accounts on a discretionary basis guided by an investment policy statement. Research and portfolio decisions draw on a blend of fundamental, technical/charting and cyclical analysis, with attention to diversification, tax efficiency and periodic rebalancing.
Notably, the firm’s principal is also a licensed insurance agent and majority owner of an affiliated insurance agency — an affiliation the brochure discloses can occupy up to 75% of his time — and the firm commits to disclosing any resulting conflicts of interest before taking on work. The principal also operates a small publishing business that produces market commentary, and the firm states there are no referral fees between the advisory practice and these affiliated businesses while outlining procedures to disclose roles and compensation.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning from $50 to $10,000; fixed quarterly retainer fees $300 to $3,000
up to 1.00% annually (annualized asset-based fee for investment supervisory services, billed quarterly in advance)
$200 per hour for limited modular financial planning services
Fixed quarterly retainer financial planning fees of $300 to $3,000 per quarter ($1,200 to $12,000 per year), paid in advance
Minimum fee: $600 minimum set-up fee for retainer services; no other stated minimum fees Fee-only: Financial planning fixed fees range from $50 to $10,000; hourly rate is $200 per hour; fixed retainer fees $1,200 to $12,000 per year ($300 to $3,000 per quarter), paid in advance quarterly
Main office
9001 Highland Woods Blvd, Suite 4
Bonita Springs FL 34135
Advisors at this office
1
Most active in
Florida · Iowa · Texas
Also doing business as
Genesis Wealth Planning · Genesis Wealth Planning, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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