# Genesis Wealth Advisors, LLC

> Genesis Wealth Advisors, LLC is an SEC-registered investment advisory firm in Braintree, MA, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 158388
- Filed as: GENESIS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158388
- AdvisorCensus page: https://advisorcensus.com/firm/genesis-wealth-advisors-llc-braintree-ma-158388

## Quick answers

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

**How much does Genesis Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Hourly rate: $200 to $400 an hour (financial planning services); Flat fee: $500 to $5,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Genesis Wealth Advisors, LLC located?**
Genesis Wealth Advisors, LLC's principal office is in Braintree, MA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Genesis Wealth Advisors, LLC registered with the SEC or a state?**
Genesis Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158388.

**How much does Genesis Wealth Advisors, LLC manage?**
Genesis Wealth Advisors, LLC reports $200,074,039 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have Genesis Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Genesis Wealth Advisors, LLC: Regulatory assets under management: $205,102,117 in the October 2021 data and $200,074,039 in the October 2026 data, down 2%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Genesis Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (57).

**Which custodians does Genesis Wealth Advisors, LLC use?**
Genesis Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Genesis Wealth Advisors, 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/158388

**What changed in Genesis Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $175,197,606 to $200,074,039 (+14%).

## 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 February 13, 2026)

- Hourly rate: $200 to $400 an hour (financial planning services)

> Clients that have not engaged Genesis for its wealth management services are offered financial planning services on an hourly basis ranging from $200 to $400 per hour

- Flat fee: $500 to $5,000 (financial planning services)

> Genesis also offers financial planning services on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $200,074,039
- Discretionary: $200,074,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $64,576,482 |
| High net worth individuals | 57 | $130,412,383 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,340,290 |
| Charitable organizations | Fewer than 5 | $2,744,884 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH, NY, RI, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Melrose, MA

### Websites listed on Form ADV (Item 1.I)
- genesisadvisors.com
- Facebook @Genesis-Wealth-Advisors-300300406661055
- LinkedIn @GENESIS-WEALTH-ADVISORS
- X @genesisadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,102,117 | 8 | June 1, 2021 |
| October 2022 | $210,829,362 | 8 | March 14, 2022 |
| October 2023 | $164,097,636 | 9 | March 28, 2023 |
| October 2024 | $176,984,000 | 7 | January 23, 2024 |
| October 2025 | $175,197,606 | 7 | January 28, 2025 |
| October 2026 | $200,074,039 | 7 | February 13, 2026 |

Regulatory assets under management: $205,102,117 in the October 2021 data and $200,074,039 in the October 2026 data, down 2%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $175,197,606 to $200,074,039 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesis Wealth Advisors, LLC (CRD 158388): Form ADV filing data as of October 2026.