Marie Palmer-Kamprath
Generational Legacies Wealth Management · Coeur D'Alene, Idaho
Marie Palmer-Kamprath is a fee-only financial advisor at Generational Legacies Wealth Management in Coeur D'Alene, Idaho. Marie focuses on family wealth transfer. Generational Legacies Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marie →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Generational Legacies Wealth Management |
|---|---|
| Based in | Coeur D'Alene, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $50.6M across 68 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7852025 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.genlegacies.com |
How Marie's firm compares
- Generational Legacies Wealth Management's average account is about $744,000, from its Form ADV (assets managed divided by 68 accounts).
Request an introduction to Marie
Tell Marie a little about what you're looking for. Marie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marie
Is Marie Palmer-Kamprath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marie holds no broker registration, and Generational Legacies Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marie charge for financial advice?
Marie's firm, Generational Legacies Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marie Palmer-Kamprath based?
Marie Palmer-Kamprath is based in Coeur D'Alene, Idaho.
What does Marie specialize in?
Marie's specialties include family wealth transfer. Marie works with multi-generational families.
Is Marie Palmer-Kamprath registered with the SEC?
Yes. Marie Palmer-Kamprath is registered as an investment adviser representative in ID (CRD 7852025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Generational Legacies Wealth Management manage?
Generational Legacies Wealth Management reports $50.6M across 68 accounts in assets under management.
How do I contact Marie Palmer-Kamprath?
Through Marie's website, www.genlegacies.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
- Generational Legacies Wealth Management 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.
See something wrong? Request a correction. Read our methodology.