Firm
Generational Legacies Wealth Management
Coeur D'Alene, Idaho
Fee-only
Generational Legacies Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 25 individual clients, 9 of them high net worth.
- Its average account is about $744,000 (assets it manages divided by its 68 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Coeur D'Alene, Idaho |
|---|---|
| Website | genlegacies.com |
| [email protected] | |
| Phone | (208) 299-0400 |
Generational Legacies Wealth Management fees
Generational Legacies Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 16 |
| High-net-worth clients | 9 |
| Accounts managed | 68 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 23, 2026 |
| SEC record | CRD 327966 |