A complete list of active advisors currently associated with Genesis Wealth Planning, LLC

Warmer can help you find a great advisor at Genesis Wealth Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Genesis Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.