Firm
Gen Y Planning
Austin, Texas
Fee-only
Facts
| Based in | Austin, Texas |
|---|---|
| Website | genyplanning.com |
| Phone | (612) 790-7955 |
Gen Y Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"for an all-in charge of 1% (100 basis points)" source
"Gen Y Planning charges a fee of 0.88% (88 basis points) to manage assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 79 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 167656 |