Paul Stone
Genesis Wealth Advisors · Stoughton, Massachusetts
Paul Stone is a fee-only financial advisor at Genesis Wealth Advisors in Stoughton, Massachusetts. Genesis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Genesis Wealth Advisors |
|---|---|
| Based in | Stoughton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.1M across 564 accounts |
| SEC registration | Investment adviser representative in MA, ME · CRD 3228094 |
| Exams passed | Series 63 (1999) · Series 66 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.genesisadvisors.com |
| Profile |
How Paul's firm compares
- Genesis Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Paul
Is Paul Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Genesis Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Genesis Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Stone based?
Paul Stone is based in Stoughton, Massachusetts.
Is Paul Stone registered with the SEC?
Yes. Paul Stone is registered as an investment adviser representative in MA and ME (CRD 3228094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Genesis Wealth Advisors manage?
Genesis Wealth Advisors reports $200.1M across 564 accounts in assets under management.
How do I contact Paul Stone?
Through Paul's website, www.genesisadvisors.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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