Patrick Fletcher
GenSphere Private Wealth · Gig Harbor, Washington
Patrick Fletcher is a fee-only financial advisor at GenSphere Private Wealth in Gig Harbor, Washington, who holds the CFP credential. Patrick charges a percentage of assets and a one-time planning fee and focuses on estate & legacy planning, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | GenSphere Private Wealth |
|---|---|
| Based in | Gig Harbor, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $50.5M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7298595 |
| Exams passed | Series 63 (2022) · Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.genspherepw.com |
| Profile |
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Questions about Patrick
Is Patrick Fletcher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and GenSphere Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets and a one-time planning fee.
Where is Patrick Fletcher based?
Patrick Fletcher is based in Gig Harbor, Washington.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning, tax planning and founders (pre-exit). Patrick works with founders, executives and multi-generational families.
What credentials does Patrick Fletcher hold?
Patrick Fletcher holds the CFP credential.
Is Patrick Fletcher registered with the SEC?
Yes. Patrick Fletcher is registered as an investment adviser representative in WA (CRD 7298595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GenSphere Private Wealth manage?
GenSphere Private Wealth reports $50.5M across 35 accounts in assets under management.
How do I contact Patrick Fletcher?
Through Patrick's website, www.genspherepw.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
- GenSphere Private Wealth 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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