PlannerFees

Gen Financial Management Inc. fees and pricing

Financial planner in Plymouth, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 20, 2026, Gen Financial Management Inc. charges a flat or project fee of $1,500⁠-⁠$15,000, a quarterly fee of $10,750, and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$15,000
“Fixed fees may be charged for written financial plans, which range from $1,500 to $15,000, depending on the complexity of your financial situation.”
Quarterly fee
$10,750/qtr
“The quarterly fee would be $10,750 divided by 4, or $2,687.50.”
Annual fee
$1,000/yr
“In addition, an annual fixed fee of $1,000 ($250 per quarter) will be applied to accounts with less than $500,000 in assets under management.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gen Financial Management Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Management fees will be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
  • “If client terminates the Agreement, all prepaid fees will be refunded on a prorated basis within 3 weeks of the cancellation of the Agreement.”

How Gen Financial Management Inc.’s fees compare

  • Its flat or project fee of $1,500-$15,000 spans the Minnesota median of $5,250. 65% of the 108 other Minnesota planners that publish a flat or project fee charge less.
  • 4 of the 5 other planners in Plymouth that publish a flat or project fee charge less.
  • Its annual fee of $1,000 is below the Minnesota median of $8,050. 6% of the 49 other Minnesota planners that publish an annual fee charge less.
  • None of the 2 other planners in Plymouth that publish an annual fee charge less.

About Gen Financial Management Inc.

“We provide comprehensive financial planning, asset allocation, estate planning, investment management and retirement planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
  • Founded: 1998 (28 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.3% a year
Clients
246
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
Assets managed
$331,817,781
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
110179
Website
genfinancial.com (opens in new tab)
Phone
(952) 513-1466

Can advise clients in 7 states: Florida, Illinois, Minnesota, Nebraska, New Hampshire, Texas, Wisconsin

Other planners in Plymouth that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.