Bradley Graber
Genesis Advisors · Fishers, Indiana
Bradley Graber is a fee-only financial advisor at Genesis Advisors in Fishers, Indiana, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IN, TX · CRD 2740459 |
| Exams passed | Series 63 (1996) · Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | genesisadvisors.net |
How Bradley'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 Bradley
Is Bradley Graber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley 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 Bradley charge for financial advice?
Bradley's firm, Genesis Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bradley Graber based?
Bradley Graber is based in Fishers, Indiana.
What credentials does Bradley Graber hold?
Bradley Graber holds the CFP credential.
Is Bradley Graber registered with the SEC?
Yes. Bradley Graber is registered as an investment adviser representative in FL, IN and TX (CRD 2740459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Genesis Advisors manage?
Genesis Advisors reports $121.2M across 364 accounts in assets under management.
How do I contact Bradley Graber?
Through Bradley'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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