John Shea
Genesis Wealth Management, Inc · Palm Beach Gardens, Florida
John Shea is a fee-only financial advisor at Genesis Wealth Management, Inc in Palm Beach Gardens, Florida, who holds the CASL, CFP and ChFC credentials. Genesis Wealth Management, Inc reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Genesis Wealth Management, Inc |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.1M across 180 accounts |
| Credentials | CASL · CFP · ChFC · CLU · FSCP · MBA |
| SEC registration | Investment adviser representative in FL, LA · CRD 2438871 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | genesiswealthmanagement.com |
How John's firm compares
- Genesis Wealth Management, Inc's average account is about $506,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about John
Is John Shea a fee-only financial advisor?
Yes. John Shea is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John's firm, Genesis Wealth Management, Inc, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Shea based?
John Shea is based in Palm Beach Gardens, Florida.
What credentials does John Shea hold?
John Shea holds the CASL, CFP, ChFC, CLU, FSCP and MBA credentials.
Is John Shea registered with the SEC?
Yes. John Shea is registered as an investment adviser representative in FL and LA (CRD 2438871), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Genesis Wealth Management, Inc manage?
Genesis Wealth Management, Inc reports $91.1M across 180 accounts in assets under management.
How do I contact John Shea?
Through John's website, genesiswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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