# Generations Retirement Group, LLC

> Generations Retirement Group, LLC is a state-registered investment advisory firm in Braintree, MA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 335069
- Filed as: GENERATIONS RETIREMENT GROUP, LLC
- Legal name: Generations Advisory Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335069
- AdvisorCensus page: https://advisorcensus.com/firm/generations-retirement-group-llc-braintree-ma-335069

## Quick answers

**How is Generations Retirement Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Generations Retirement Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Generations Retirement Group, LLC located?**
Generations Retirement Group, LLC's principal office is in Braintree, MA, according to its Form ADV.

**Is Generations Retirement Group, LLC registered with the SEC or a state?**
Generations Retirement Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335069.

**How much does Generations Retirement Group, LLC manage?**
Generations Retirement Group, LLC reports $37,688,215 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (0% discretionary).

**What types of clients does Generations Retirement Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202).

**Does Generations Retirement Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335069

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $37,688,215
- Discretionary: $0
- Non-discretionary: $37,688,215

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $31,488,107 |
| High net worth individuals | Fewer than 5 | $6,200,108 |

### Advisory services (Item 5.G)
- 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: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plannowretirewell.com
- yourfinancialwellness.com
- Facebook @generationsretirementgroup
- LinkedIn @generationsretirementgroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generations Retirement Group, LLC (CRD 335069): Form ADV filing data as of October 2026.