Gensphere Private Wealth, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“The fixed fee is based on a standard - 9- hourly rate of $300 per hour.”

Flat or project fee

$5,000⁠-⁠$20,000

“AND CONSULTING GenSphere charges a fixed fee of $5,000 to $20,000, determined by project complexity and documented in a written Statement of Work (“SOW”).”

Annual fee

$2,000/yr

“PRIVATE MARKET INVESTMENT ADMINISTRATION GenSphere charges a fixed annual fee of $2,000 for private market investment administration, billed in four equal installments of $500 per calendar quarter in arrears.”

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

How Gensphere Private Wealth, LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “GenSphere delivers these invoices concurrently with the request for payment or the deduction of advisory fees from the client’s account.”
• “Clients are encouraged to review the information provided on the invoice and compare it with the fees listed on their account statements.”

How Gensphere Private Wealth, LLC’s fees compare

• Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 2 other planners in Gig Harbor that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the Washington median of $3,250. 91% of the 103 other Washington planners that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Washington median of $7,000. 8% of the 37 other Washington planners that publish an annual fee charge less.

About Gensphere Private Wealth, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

6

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,469,967

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340872

Website

genspherepw.com (opens in new tab)

Phone

(253) 238-7280

Other planners in Gig Harbor that publish fees

• Briarwood FinancialGig Harbor$300/hr
• Conestoga Wealth PartnersGig Harbor$500/hr, $2,500⁠-⁠$10,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 6 planners in Gig Harbor