Generational Wealth Development fees and pricing

Financial planner in Cameron, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Generational Wealth Development charges $150 an hour, a flat or project fee of $1,000⁠-⁠$10,000, and a monthly fee of $50⁠-⁠$300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Our hourly rate is $150.”
Flat or project fee
$1,000⁠-⁠$10,000
“Fixed fee rates range between $1,000 and $10,000.”
Monthly fee
$50⁠-⁠$300/mo
“Fees are paid monthly in arrears, ranging from $50 to $300 per month.”

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

How Generational Wealth Development bills

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

  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “The fee is negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Generational Wealth Development’s fees compare

  • Its hourly rate of $150 is below the Missouri median of $250. 5% of the 88 other Missouri planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the Missouri median of $3,550. 65% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Generational Wealth Development

“We offer financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Phillip Durbin
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
8
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329139
Website
gwdadvice.com (opens in new tab)
Phone
(660) 605-0918

Other planners in Missouri 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.