# Deep Patel

> Deep Patel is a fee-only financial advisor at GenRise Wealth Advisors in Mt. Laurel, New Jersey. Deep focuses on retirement planning and estate & legacy planning. GenRise Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/deep-patel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GenRise Wealth Advisors
- **Based in:** Mt. Laurel, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $12.0M across 89 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5891970 (https://adviserinfo.sec.gov/individual/summary/5891970)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.genrisewealth.com

## Frequently asked questions

### Is Deep Patel a fee-only financial advisor?

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

### How does Deep charge for financial advice?

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

### Where is Deep Patel based?

Deep Patel is based in Mt. Laurel, New Jersey.

### What does Deep specialize in?

Deep's specialties include retirement planning and estate & legacy planning.

### Is Deep Patel registered with the SEC?

Yes. Deep Patel is registered as an investment adviser representative in NJ (CRD 5891970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GenRise Wealth Advisors manage?

GenRise Wealth Advisors reports $12.0M across 89 accounts in assets under management.

### How do I contact Deep Patel?

Through Deep's website, www.genrisewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5891970): 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
- The firm's website (https://www.genrisewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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