# Genesis Wealth Planning, LLC

> Genesis Wealth Planning, LLC is a state-registered investment advisory firm in Bonita Springs, FL, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 170039
- Filed as: GENESIS WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bonita Springs, FL
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170039
- AdvisorCensus page: https://advisorcensus.com/firm/genesis-wealth-planning-llc-bonita-springs-fl-170039

## Quick answers

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

**Where is Genesis Wealth Planning, LLC located?**
Genesis Wealth Planning, LLC's principal office is in Bonita Springs, FL, according to its Form ADV.

**Is Genesis Wealth Planning, LLC registered with the SEC or a state?**
Genesis Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170039.

**How much does Genesis Wealth Planning, LLC manage?**
Genesis Wealth Planning, LLC reports $10,250,400 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Genesis Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does Genesis Wealth Planning, 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/170039

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,250,400
- Discretionary: $10,250,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $8,129,288 |
| High net worth individuals | Fewer than 5 | $2,015,059 |
| Charitable organizations | Fewer than 5 | $106,053 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genwp.com
- LinkedIn @paul-hancock-cfp®-165a9342

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesis Wealth Planning, LLC (CRD 170039): Form ADV filing data as of October 2026.