Genuine Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$12,000

“We charge a recurring annual fixed fee of $3,000 - $12,000 for Ongoing Financial Planning.”

Quarterly fee

$200⁠-⁠$3,000/qtr

“Fees are paid quarterly in advance, ranging from $200 to $3,000 per quarter.”

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

How Genuine Wealth Solutions bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Genuine Wealth Solutions’ fees compare

• Its flat or project fee of $3,000-$12,000 spans the Virginia median of $4,250. 74% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 11 of the 15 other planners in Richmond that publish a flat or project fee charge less.

About Genuine Wealth Solutions

• Principal: Shawn Perkins
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

2% a year

Clients

41

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,972,516

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328234

Website

genuinewealthsolutions.com (opens in new tab)

Phone

(804) 906-8463

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

Compare all 42 planners in Richmond