Gen2 Advisors, LLC fees and pricing
Financial planner in Maitland, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Gen2 Advisors, LLC charges a flat or project fee of $10,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000-$25,000
“The negotiated fixed rate for financial planning and consulting is between $10,000 and $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gen2 Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of Gen2 Advisors, LLC's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of Gen2 Advisors, LLC’s fees, within five business days of signing the Financial Planning and Consulting Agreement.”
How Gen2 Advisors, LLC’s fees compare
- Its flat or project fee of $10,000-$25,000 is above the Florida median of $4,900. 91% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Maitland that publish a flat or project fee charge less.
About Gen2 Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 0.85% a year
- Clients
- 16
- Employees
- 1
- Works with
- High net worth individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,982,200
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336736
- Phone
- (407) 310-7609
Other planners in Maitland that publish fees
- Envision Wealth PlannersMaitland$2,500-$18,000, $200-$1,500/mo
- RD Lewis Wealth ManagementMaitland$125-$250/hr
- Skadvisors, LLCMaitland$450/hr
- Thistle Wealth Management, LLCMaitland$300/hr, $5,000
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.