Genuine Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Genuine Wealth Solutions is an independent, fee-only advisory firm that serves individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm offers both ongoing and project-based planning engagements and can manage accounts on a discretionary or non‑discretionary basis across stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents.
The firm constructs client-specific investment policies and asset-allocation targets and uses a mix of passive and active management. Its investment process draws on multiple methods of analysis — including fundamental, technical, cyclical and charting approaches — with regular reviews of accounts as part of the planning relationship and custodial reporting provided by third-party custodians.
Compared with many solo independent advisers, the firm emphasizes educational seminars and speaking engagements as a component of its services, and it operates primarily on fixed, fee‑for‑service arrangements rather than charging advisory fees solely as a percentage of assets under management. The firm is a recently formed, small practice (a single adviser with roughly 41 clients and about $14 million in AUM), its principal holds CFP® certification, and it does not accept sales‑based or performance‑based compensation.
Client services
Expertise
Fee options
Fixed fees: Ongoing Financial Planning $3,000 - $12,000 annually (paid quarterly), Project-Based Planning $500 - $6,000 per project, Ongoing Financial Planning $200 - $3,000 per quarter.
Account minimum: $200,000 Minimum fee: Initial fee up to $500 for initial comprehensive financial plan; fees paid quarterly in advance for ongoing financial planning. Fee-only: Fixed fees ranging from $500 to $12,000 depending on service type and complexity.
Main office
Richmond VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Genuine Wealth Solutions · Genuine Wealth Solutions 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
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