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 is an independent, single-advisor registered investment adviser that provides financial planning and investment supervisory services to individuals and high net worth individuals. The brochure reports approximately $10.25 million in discretionary assets under management and 32 clients, and the firm offers both one-time/project planning and ongoing retainer-based planning alongside discretionary portfolio management. The firm’s investment approach centers on a core-and-satellite methodology that combines passively managed index funds and ETFs as the core with selectively chosen active funds as satellites, and it applies a mix of fundamental, technical, charting and cyclical analyses while allowing tactical shifts from strategic allocations. Investment supervisory services are generally discretionary, include an investment policy statement, regular monitoring and rebalancing, and the firm typically recommends custody on an institutional platform. What is distinctive in the brochure is the firm’s affiliation with an insurance business: the principal is a licensed insurance agent and majority owner of an insurance agency and the document notes this role (and related compensation) may create potential conflicts that will be disclosed to clients; the brochure also states the principal devotes a substantial portion of time to insurance activities. The supplement also discloses a separate publishing business that produces market commentary, and the firm’s small, solo-advisor structure (one advisor serving 32 clients) indicates most client relationships are handled directly by the practitioner.
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.
Name |
Location |
Years of experience |
|---|---|---|
Bonita Springs, FL
| 19
|
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