Genesis Wealth Advisors, LLC fees and pricing
Financial planner in Braintree, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, Genesis Wealth Advisors, LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Genesis also offers financial planning services on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Genesis Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Institutional Wealth Management Services (“IWMS”) Investment advisory fees for Institutional Wealth Management Services (“IWMS”) are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees for additional services are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement for additional services.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How Genesis Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $500-$5,000 spans the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in Braintree that publish a flat or project fee charge less.
About Genesis Wealth Advisors, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 231
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $200,074,039
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158388
- Phone
- (781) 344-1023
Can advise clients in 7 states: Florida, Massachusetts, Maine, New Hampshire, New York, Rhode Island, Vermont
Other planners in Braintree that publish fees
- Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
- Kelly Financial Services LLCBraintree$125/qtr, $500/yr
- Little House Capital, LLCBraintree$400/hr, $1,000-$5,000
- MG Financial LLCBraintree$85-$850/hr
- Msa FinancialBraintree$100-$1,000/hr, $1,000-$5,000
- Najarian Financial LLCBraintree$100-$250/hr, $500-$2,000
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.