Adam Zoeller
Genesis Advisors · Fishers, Indiana
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.
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Facts
| Firm | Genesis Advisors |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $121.2M across 364 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7749356 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | genesisadvisors.net |
How Adam's firm compares
- Genesis Advisors's average account is about $333,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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