# TIP Top Financial Advisors

> TIP Top Financial Advisors is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 3, 2024.

- CRD: 309812
- Filed as: TIP TOP FINANCIAL ADVISORS
- Legal name: TIP Top LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 3, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309812
- AdvisorCensus page: https://advisorcensus.com/firm/tip-top-financial-advisors-309812

## Quick answers

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

**Is TIP Top Financial Advisors registered with the SEC or a state?**
TIP Top Financial Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309812.

**How much does TIP Top Financial Advisors manage?**
TIP Top Financial Advisors reports $526,000 in regulatory assets under management in its Form ADV filing dated January 3, 2024 (100% discretionary).

**What types of clients does TIP Top Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does TIP Top Financial Advisors 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/309812

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $526,000
- Discretionary: $526,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $526,000 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TIP Top Financial Advisors (CRD 309812): Form ADV filing data as of October 2026.