Genesis Wealth Management, Inc. fees
Financial planner in Coral Gables, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Genesis Wealth Management, Inc. (Coral Gables, FL) charges $250-$500 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
- Website: genesiswealthmanagement.com (opens in new tab)
- Call (786) 393-6960
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Florida median of $300 to above it.
“Our hourly fees are $250-$500 for financial advisors.”
- Flat or project fee
- $1,000-
$10,000 Runs from below the Florida median of $4,200 to above it.
“Flat fees generally range from $1,000 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
How Genesis Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “In rare cases, our firm will agree to directly invoice.”
- “Clients will be invoiced directly for the fees.”
About Genesis Wealth Management, Inc.
“We provide a variety of financial planning and consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 106
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $91.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 6, 2026
- CRD number
- 157441 (opens in new tab)
- Phone
- (786) 393-6960
Other planners in Coral Gables that publish fees
- Entelevest, LLCCoral GablesHourly $250-$450/hr, Flat $5,000-$20,000
- Ethos Private WealthCoral GablesHourly $100-$400/hr
- Family and Money MattersCoral GablesHourly $350/hr, Flat from $2,500
- Meira WealthCoral GablesFlat from $2,000
- Parrish Capital Advisors LLCCoral GablesHourly $250/hr
More planners in Florida that publish fees
- Trigsted Wealth AdvisoryTampaHourly $300/hr, Quarterly $400-$1,100/qtr
- Cumulare Asset Management, LLCHollywoodHourly $395/hr
- S2 Capital ManagementHighland BeachFlat $500-$2,000
- Hunt WealthTampaFlat $3,000, Monthly $200/mo
- AlphaQ AdvisorsWinter ParkHourly $250-$1,000/hr
- Vitesse One Wealth LLCPensacolaHourly $350-$500/hr
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.