# Generational Financial Partners, LLC

> Generational Financial Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 343503
- Filed as: GENERATIONAL FINANCIAL PARTNERS, LLC
- Also doing business as: GENFI
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343503
- AdvisorCensus page: https://advisorcensus.com/firm/generational-financial-partners-llc-atlanta-ga-343503

## Quick answers

**How is Generational Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Generational Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Generational Financial Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 20, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Generational Financial Partners, LLC located?**
Generational Financial Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Generational Financial Partners, LLC registered with the SEC or a state?**
Generational Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343503.

**How much does Generational Financial Partners, LLC manage?**
Generational Financial Partners, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 17, 2026.

**Does Generational Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343503

**Does Generational Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 20, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Generational Financial Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> Annual fees negotiable with a MAXIMUM of 1.75%.

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, FL, GA, IL, KY, LA, MD, NC, NE, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Columbus, GA
- El Paso, TX
- North Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- genfipartners.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 7.

### September 2026
- Newly registered with the SEC.
- Added an office in El Paso, TX.
- Added an office in North Bethesda, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Financial Partners, LLC (CRD 343503): Form ADV filing data as of October 2026.