Troy Wirth
InGen Strategies · Irvine, California
Troy Wirth is a fee-only financial advisor at InGen Strategies in Irvine, California, who holds the CFP credential. Troy focuses on retirement planning and family wealth transfer. InGen Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | InGen Strategies |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.8M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2821333 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ingenstrategies.com |
| Profile |
How Troy's firm compares
- InGen Strategies's average account is about $114,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Troy
Is Troy Wirth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and InGen Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, InGen Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Troy Wirth based?
Troy Wirth is based in Irvine, California.
What does Troy specialize in?
Troy's specialties include retirement planning and family wealth transfer. Troy works with multi-generational families.
What credentials does Troy Wirth hold?
Troy Wirth holds the CFP credential.
Is Troy Wirth registered with the SEC?
Yes. Troy Wirth is registered as an investment adviser representative in CA (CRD 2821333), 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 InGen Strategies manage?
InGen Strategies reports $11.8M across 104 accounts in assets under management.
How do I contact Troy Wirth?
Through Troy's website, www.ingenstrategies.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
- InGen Strategies 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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