# Generational Wealth Advisors

> Generational Wealth Advisors is an SEC-registered investment advisory firm in Richardson, TX, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 135145
- Filed as: GENERATIONAL WEALTH ADVISORS
- Legal name: Talis Advisory Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135145
- AdvisorCensus page: https://advisorcensus.com/firm/generational-wealth-advisors-richardson-tx-135145

## Quick answers

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

**How much does Generational Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated April 22, 2026 states: Flat fee: $3,000 to $12,500 (financial planning services); Hourly rate: $750 an hour (financial planning services); Hourly rate: $300 an hour (financial planning services); Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Generational Wealth Advisors located?**
Generational Wealth Advisors' principal office is in Richardson, TX, according to its Form ADV.

**Is Generational Wealth Advisors registered with the SEC or a state?**
Generational Wealth Advisors is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 135145.

**How much does Generational Wealth Advisors manage?**
Generational Wealth Advisors reports $568,765,356 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Generational Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Generational Wealth Advisors: Regulatory assets under management: $213,213,554 in the October 2021 data and $568,765,356 in the October 2026 data, up 167%. Total employees: 14 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Generational Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (98); individuals (other than high net worth individuals) (61); corporations or other businesses not listed above (18).

**Which custodians does Generational Wealth Advisors use?**
Generational Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Generational Wealth Advisors 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/135145

**What changed in Generational Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 11. Regulatory assets under management went from $392,535,549 to $568,765,356 (+45%). Registered or notice-filed in AZ, NE. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Flat fee: $3,000 to $12,500 (financial planning services)

> financial planning services will be provided on an hourly basis according to the hourly rates below, or for a negotiated fixed amount, typically $3,000 to $12,500, depending upon the scope and complexity of the planning needed by the client.

- Hourly rate: $750 an hour (financial planning services)

> $750 per hour – President, Chief Investment Officer or another firm principal

- Hourly rate: $300 an hour (financial planning services)

> $300 per hour – Vice President, Director, or Senior Advisor

- Hourly rate: $200 an hour (financial planning services)

> $200 per hour – Advisor

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $568,765,356
- Discretionary: $568,765,356
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $39,249,401 |
| High net worth individuals | 98 | $406,753,904 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $9,117,795 |
| Charitable organizations | 4 | $8,229,555 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $105,414,701 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 60 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MI, NC, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- generational.com/wealth
- generationalwealthadv.com
- talisadvisors.com
- X @genwealthADV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,213,554 | 14 | March 25, 2021 |
| October 2022 | $283,387,911 | 18 | May 20, 2022 |
| October 2023 | $282,559,722 | 23 | June 5, 2023 |
| October 2024 | $365,953,508 | 50 | March 22, 2024 |
| October 2025 | $392,535,549 | 55 | April 24, 2025 |
| October 2026 | $568,765,356 | 60 | April 22, 2026 |

Regulatory assets under management: $213,213,554 in the October 2021 data and $568,765,356 in the October 2026 data, up 167%.
Total employees: 14 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 11.
- Regulatory assets under management went from $392,535,549 to $568,765,356 (+45%).
- Registered or notice-filed in AZ, NE.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Wealth Advisors (CRD 135145): Form ADV filing data as of October 2026.