Generations Wealth, LLC fees and pricing
Financial planner in Cincinnati, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Generations Wealth, LLC charges a flat or project fee of $1,500-$6,000 and an annual fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$6,000
“Generations Wealth will charge a one-time setup fee of between $1,500 and $6,000 depending on the type of planning service chosen.”
- Annual fee
- $50,000/yr
“Clients who engage in Family Office Services are subjected to a combined AUM and AUA minimum annual fee of $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Generations Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The planning (or setup) fees are paid half in advance and the balance following the completion of the work.”
- “Invoice For Investment Management Retainer Services (AUM), advisory fees are billed quarterly in arrears at the end of each calendar quarter.”
- “Accounts opened mid-quarter are prorated based on the number of days services are provided during the initial billing period.”
How Generations Wealth, LLC’s fees compare
- Its flat or project fee of $1,500-$6,000 spans the Ohio median of $3,250. 56% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 17 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
- Its annual fee of $50,000 is above the Ohio median of $5,000. 97% of the 79 other Ohio planners that publish an annual fee charge less.
- 9 of the 9 other planners in Cincinnati that publish an annual fee charge less.
About Generations Wealth, LLC
“General Information Generations Wealth, LLC (Generations Wealth) has been in business since 2006 and provides a variety of investment, income tax, financial planning, and family office services.”
- Principal: Pamela Clark
- Firm size: 10 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Divorce
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% a year
- Minimum
- $50,000 minimum fee (stated in brochure)
- Clients
- 79
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $307,757,115
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173352
- Phone
- (513) 834-8056
Can advise clients in 4 states: California, Kentucky, Ohio, Texas
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Ajd WealthCincinnati$500/hr, $30,000
- Benchmark Wealth ManagementCincinnati$500-$50,000/yr
- Crew Capital Management, LTD.Cincinnati$10,000-$25,000/yr
- Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500-$10,000
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.