Adrian Baldeon
Genesis Wealth Advisors · Braintree, Massachusetts
Adrian Baldeon is a fee-only financial advisor at Genesis Wealth Advisors in Braintree, Massachusetts, who holds the CFP credential. Genesis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Genesis Wealth Advisors |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.1M across 564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7082581 |
| Exams passed | Series 63 (2019) · Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.genesisadvisors.com |
How Adrian's firm compares
- Genesis Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Adrian
Is Adrian Baldeon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Genesis Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian's firm, Genesis Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adrian Baldeon based?
Adrian Baldeon is based in Braintree, Massachusetts.
What credentials does Adrian Baldeon hold?
Adrian Baldeon holds the CFP credential.
Is Adrian Baldeon registered with the SEC?
Yes. Adrian Baldeon is registered as an investment adviser representative in MA (CRD 7082581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Genesis Wealth Advisors manage?
Genesis Wealth Advisors reports $200.1M across 564 accounts in assets under management.
How do I contact Adrian Baldeon?
Through Adrian's website, www.genesisadvisors.com.
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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