Deep Patel
GenRise Wealth Advisors · Mt. Laurel, New Jersey
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.
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Specialties
Facts
| Firm | GenRise Wealth Advisors |
|---|---|
| Based in | Mt. Laurel, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $12.0M across 89 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5891970 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.genrisewealth.com |
| Profile |
How Deep's firm compares
- GenRise Wealth Advisors's average account is about $135,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Deep
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- GenRise Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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