Paul Hancock
Paul Hancock is a CFP-designated registered investment advisor at Genesis Wealth Planning, LLC, based in Bonita Springs, FL, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 29 clients with $7.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Genesis Wealth Planning does not offer investment management as a standalone service. Investment supervision is only offered as part of a package combining financial planning and investment supervision. This package is paid through a fixed-fee retainer ranging from $1,200 to $12,000 per year, paid quarterly in advance.
Location
9001 Highland Woods Blvd, Suite 4, Bonita Springs, FL, 34135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a part-owner and insurance agent at Super Insurance of South West Florida, LLC since 2013. This insurance-related activity may involve about half of his time each month.
Employment History
Current Registrations
Genesis Wealth Planning, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Hancock Financial, LLC
Steele Capital Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.