PlannerFees

Genesis Wealth Planning, LLC fees and pricing

Financial planner in Bonita Springs, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 24, 2026, Genesis Wealth Planning, LLC charges $200 an hour, a flat or project fee of $50⁠-⁠$10,000, a quarterly fee of $300⁠-⁠$3,000, and an annual fee of $1,200⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“A financial planning client may choose to engage us for limited (modular) planning services that we accomplish on an hourly basis and our rate is $200 per hour.”
Flat or project fee
$50⁠-⁠$10,000
“Fees (Project-Based Services) We are available to provide a project-based financial planning engagement on a fixed fee basis that ranges from $50 to $10,000.”
Quarterly fee
$300⁠-⁠$3,000/qtr
“This form of advisory service is paid through a fixed-fee (retainer) rate that is $300 to $3,000 per quarter ($1,200 to $12,000 per year), and paid in advance on a quarterly schedule.”
Annual fee
$1,200⁠-⁠$12,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Genesis Wealth Planning, LLC bills

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

  • “The services to be provided and their specific fees will be detailed in the client’s engagement agreement.”
  • “Published fees may be discounted at the discretion of our firm’s Chief Compliance Officer but they are not negotiable.”
  • “Fees may be paid by check or teller’s draft from USbased financial institutions, as well as through automated payment processing through a qualified, unaffiliated third-party processor.”

How Genesis Wealth Planning, LLC’s fees compare

  • Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
  • None of the 4 other planners in Bonita Springs that publish an hourly rate charge less.
  • Its flat or project fee of $50-$10,000 spans the Florida median of $4,900. 57% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Bonita Springs that publish a flat or project fee charge less.
  • Its annual fee of $1,200-$12,000 spans the Florida median of $4,800. 65% of the 97 other Florida planners that publish an annual fee charge less.

About Genesis Wealth Planning, LLC

“However, we also offer financial planning and investment supervisory services on a “stand-alone” basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2013 (13 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • Cash flow and budgeting

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
Clients
32
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$10,250,400
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
170039
Website
genwp.com (opens in new tab)
Phone
(239) 201-2640

Can advise clients in 2 states: Florida, Iowa

Other planners in Bonita Springs that publish fees

Compare all 9 planners in Bonita Springs

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.