Shawn Perkins
Genuine Wealth Solutions LLC · Richmond, Virginia
Shawn Perkins is a fee-only financial advisor at Genuine Wealth Solutions LLC in Richmond, Virginia, who holds the AWMA and CFP credentials. Shawn charges an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $3,000) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Genuine Wealth Solutions LLC |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · One-time plans from $3,000 · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $14.0M across 74 accounts |
| Credentials | AWMA · CFP |
| SEC registration | Investment adviser representative in VA · CRD 6653898 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | genuinewealthsolutions.com |
| Profile |
How Shawn's firm compares
- Ongoing planning starts at $7,200 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Virginia median of $1,500 for fee-only firms that publish prices.
- Genuine Wealth Solutions LLC's average account is about $189,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Shawn
Is Shawn Perkins a fee-only financial advisor?
Yes. Shawn Perkins is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shawn's firm.
How does Shawn charge for financial advice?
Shawn charges an ongoing planning fee and a one-time planning fee.
How much does Shawn charge?
According to Genuine Wealth Solutions LLC's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $3,000; a $500,000 asset minimum.
Where is Shawn Perkins based?
Shawn Perkins is based in Richmond, Virginia.
What does Shawn specialize in?
Shawn's specialties include retirement planning, tax planning and estate & legacy planning. Shawn works with retirees and pre-retirees.
What credentials does Shawn Perkins hold?
Shawn Perkins holds the AWMA and CFP credentials.
Is Shawn Perkins registered with the SEC?
Yes. Shawn Perkins is registered as an investment adviser representative in VA (CRD 6653898), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Genuine Wealth Solutions LLC manage?
Genuine Wealth Solutions LLC reports $14.0M across 74 accounts in assets under management.
How do I contact Shawn Perkins?
Through Shawn's website, genuinewealthsolutions.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
- XY Planning Network directory listing : XYPN members are fee-only
- Genuine Wealth Solutions LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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