Genuine Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Genuine Wealth Advisors LLC advises individual and high-net-worth clients, offering both discretionary and non-discretionary asset management alongside comprehensive and ad hoc financial planning services. The firm manages roughly $76 million in client assets and operates with a two-advisor team serving about 45 client relationships.
Investment programs are tailored to client goals, time horizons, and risk tolerances, with asset allocation, security selection, and ongoing monitoring documented in each client file; the firm uses both fundamental and technical analysis and may implement long-term holdings, trading, and option-writing as part of client strategies. Accounts are reviewed at least quarterly for adherence to objectives and for opportunities such as rebalancing and tax-loss harvesting.
Distinctive features include a principal with CFP certification and an accounting background and staff who maintain an unrelated outside business, as well as the firm’s use of option strategies that can include uncovered options, which introduce elevated risk relative to many peers. The firm does not vote client proxies, may be deemed to have limited custody because of fee deductions and standing letters of authorization, and discloses receipt of custodial soft-dollar benefits in its Form ADV.
Client services
Expertise
Fee options
Fixed fee for Comprehensive Financial Planning Services between $500 and $2,500
$0 - $500,000: 1.05% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,500,000: 0.65% annually $2,500,000.01 - $5,000,000: 0.55% annually $5,000,000.01+: 0.35% annually
$100 per hour for Adhoc Financial Planning Services
Fee-only: Hourly fee for Adhoc Financial Planning Services at $100 per hour; Fixed fee for Comprehensive Financial Planning Services between $500 and $2,500
Main office
10475 Crosspoint Blvd., Suite 250
Indianapolis IN 46256
Advisors at this office
2
Most active in
Indiana · Texas
Also doing business as
Genuine Wealth · Genuine Wealth Advisors, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Jared J
Series 63, Series 66
Indianapolis, IN
Genuine Wealth Advisors, LLC
Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.
Matthew L
CFP®, Series 63, Series 65
Indianapolis, IN
Genuine Wealth Advisors, LLC
Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.
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