Genrise Wealth Advisors LLC fees and pricing

Financial planner in Mt. Laurel, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Genrise Wealth Advisors LLC charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225/hr; “FINANCIAL CONSULTING SERVICES Financial consulting services are provided at an hourly rate of $225.”

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

“The initial quarter’s management fee will be prorated for the time services will be rendered during the first quarter.”
“The management fee is negotiable at our discretion; you may aggregate accounts to achieve a lower fee.”
“The hourly rate is negotiable at our discretion.”

Its hourly rate of $225 is below the New Jersey median of $300. 18% of the 174 other New Jersey planners that publish an hourly rate charge less.

“To the extent requested by you, we offer financial planning services inclusive of our annual management fee set forth in”

From the firm's description of its advisory business in its Form ADV brochure.

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
Clients: 20
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $11,982,718
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 317337
Website: genrisewealth.com (opens in new tab)
Phone: (609) 436-9734

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