A complete list of active advisors currently associated with Wealthgen Advisors, LLC

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

WealthGen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses, providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm reports $146.6 million in assets under management across roughly 95 client relationships and implements portfolios made up mainly of mutual funds, ETFs and individual equities held at an independent custodian. The firm combines behavioral, charting, cyclical, fundamental and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, typically using a long-term orientation but with flexibility for tactical adjustments. WealthGen requires a written financial plan before commencing discretionary asset management, conducts ongoing monitoring with formal annual reviews, and provides participant education and enrollment support for retirement plans. What distinguishes the firm from many peers is its breadth of retirement-plan services — including assistance with investment policy statements, plan committee training, and the option to provide ongoing ERISA fiduciary investment monitoring — and its explicit integration of insurance and business‑succession topics (key‑person planning and executive benefits) into financial planning. The brochure also discloses the firm’s approach to rollovers and the related conflict-of-interest considerations, reflecting an emphasis on documented planning and client disclosures that some similarly sized advisors do not emphasize.

To learn more about the advisors currently working at Wealthgen Advisors, 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.

You can also browse Wealthgen Advisors, LLC's office locations.

Name	Location	Years of experience
Jennifer Doak	Sarasota, FL	13
Kenneth Hargreaves	Lakewood, FL	17
Richard Rayles III	Sarasota, FL	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support