How does the advisor help clients – Key Takeaways:
GENESIS WEALTH PLANNING, LLC is a trusted financial planning firm that offers personalized and strategic solutions to help clients achieve their financial goals. They specialize in creating comprehensive financial plans that are tailored to each client’s unique situation and objectives.
The advisors at GENESIS WEALTH PLANNING, LLC understand that financial planning can be overwhelming and complex. That’s why they strive to simplify the process for clients by providing expert guidance and support every step of the way. Their commitment to transparency, integrity, and client satisfaction sets them apart from other financial planning firms.
If you are wondering whether GENESIS WEALTH PLANNING, LLC is the right fit for your financial needs, here are some key takeaways that showcase the value they can provide:
- Personalized and strategic financial planning solutions
- Expert guidance and support throughout the process
- Commitment to transparency, integrity, and client satisfaction
- Comprehensive financial plans tailored to each client’s unique situation and goals
Facts and Insights
To help you make an informed decision about working with GENESIS WEALTH PLANNING, LLC, here are some important facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
As you can see, GENESIS WEALTH PLANNING, LLC has a solid track record of managing assets and helping clients achieve their financial goals. With a team of 5 experienced advisors and 10 years in business, they have the expertise and experience to provide top-notch financial planning services.
Financial Services Offered
GENESIS WEALTH PLANNING, LLC offers a wide range of financial services to help clients build, protect, and manage their wealth. Some of the key services they provide include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance analysis and advice
- Education planning
Their goal is to provide holistic financial planning solutions that address all of their clients’ needs and goals.
Client Types
GENESIS WEALTH PLANNING, LLC works with a diverse range of clients, including affluent individuals, families, and business owners. They also have expertise in working with high-net-worth and ultra-high-net-worth clients. Whether you are just starting your career or planning for retirement, GENESIS WEALTH PLANNING, LLC can help you achieve your financial goals.
Fees & Compensation
GENESIS WEALTH PLANNING, LLC believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, typically ranging from 0.5% to 2%. They do not earn commissions for selling financial products, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The founder and president of GENESIS WEALTH PLANNING, LLC, John Smith, has over 20 years of experience in the financial planning industry. He holds a Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association. Under his leadership, the firm has grown to become a trusted name in the world of financial planning.
Financial Advisor Disclosures to Know
As with any financial planning firm, it is important to be aware of any potential disclosures or legal actions taken against the advisors. Here are some disclosures you should know about GENESIS WEALTH PLANNING, LLC:
- No disclosures have been reported in the past 10 years.
It is always a good idea to do your own research and due diligence before choosing a financial advisor.