Firm
Genesis by Doxa
Arlington, Virginia
Fee-only
Facts
| Based in | Arlington, Virginia |
|---|---|
| Website | genesisbydoxa.com |
| [email protected] | |
| Phone | (703) 638-8838 |
Genesis by Doxa 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 | 0.4% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"One fee of 0.40% a year, so a $10,000 account pays $40." source
"One fee of 0.40% a year, so a $10,000 account pays $40." 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 |
|---|---|
| Assets managed | $71 million |
| Individual clients | 50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 174851 |