Genesis Advisors, LLC fees and pricing

Financial planner in Fishers, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 6, 2026, Genesis Advisors, LLC charges $125⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$300/hr; “Financial Planning fees will be based on an hourly rate between $125.00 and $300.00 per hour depending on complexity.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 15 calendar days in advance.”
“Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

Its hourly rate of $125-$300 spans the Indiana median of $250. 29% of the 119 other Indiana planners that publish an hourly rate charge less.
None of the 8 other planners in Fishers that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 124
Employees: 4
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $121,222,670
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 151976
Website: genesisadvisors.net (opens in new tab)
Phone: (317) 577-6900

Can advise clients in 4 states: California, Florida, Indiana, Texas

Is something on this page wrong or out of date?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.