Genesis Wealth Planning provides financial planning and investment management services. They offer advice on cash flow, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment supervision. Genesis Wealth Planning believes their best work is done when clients engage them for both financial planning and investment supervision as a comprehensive package, but they also offer these services separately.
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.