Mario Yngerto
Genesis Wealth Management · Coral Gables, Florida
Mario Yngerto is a fee-only financial advisor at Genesis Wealth Management in Coral Gables, Florida, who holds the CFP credential. Genesis Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Genesis Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.1M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 1612984 |
| Exams passed | Series 63 (1987) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.genesiswealthmanagement.com |
How Mario's firm compares
- Genesis Wealth Management's average account is about $506,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Mario
Is Mario Yngerto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mario holds no broker registration, and Genesis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mario charge for financial advice?
Mario's firm, Genesis Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mario Yngerto based?
Mario Yngerto is based in Coral Gables, Florida.
What credentials does Mario Yngerto hold?
Mario Yngerto holds the CFP credential.
Is Mario Yngerto registered with the SEC?
Yes. Mario Yngerto is registered as an investment adviser representative in FL, LA and TX (CRD 1612984), 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 Wealth Management manage?
Genesis Wealth Management reports $91.1M across 180 accounts in assets under management.
How do I contact Mario Yngerto?
Through Mario's website, www.genesiswealthmanagement.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
- 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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