# Adam Zoeller

> Adam Zoeller is a fee-only financial advisor at Genesis Advisors in Fishers, Indiana. Genesis Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-zoeller/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Genesis Advisors
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $121.2M across 364 accounts
- **CRD:** 7749356 (https://adviserinfo.sec.gov/individual/summary/7749356)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://genesisadvisors.net

## Frequently asked questions

### Is Adam Zoeller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Genesis Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Genesis Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Adam Zoeller based?

Adam Zoeller is based in Fishers, Indiana.

### Is Adam Zoeller registered with the SEC?

Yes. Adam Zoeller is registered as an investment adviser representative in IN (CRD 7749356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Genesis Advisors manage?

Genesis Advisors reports $121.2M across 364 accounts in assets under management.

### How do I contact Adam Zoeller?

Through Adam's website, genesisadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7749356): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.