Genesis Capital Group LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 25, 2026, Genesis Capital Group LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Follow-up implementation work is billed separately at the rate of $500 per hour, depending on the complexity and time frame of involvement. Investment Management Agreement ("IMA") ost clients choose to have Genesis manage their assets in order to obtain ongoing M in-depth advice and life planning.”

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

“The minimum fee is $2,500(or the fee range is $2,500 to $25,000),and fees are negotiable.”
“The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary. fter delivery of the financial plan, future face-to-face meetings may be scheduled as A necessary for up to one month.”
“At termination, fees will be billed on a pro-rata basis for the portion of the period* completed.”

Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
50 of the 69 other planners in New York that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 30
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 150035
Website: genesiscapgroup.com (opens in new tab)
Phone: (212) 665-3082

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