Firm
GenRise Wealth Advisors
Mt. Laurel, New Jersey
Fee-only
GenRise Wealth Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 20 individual clients.
- Its average account is about $135,000 (assets it manages divided by its 89 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Mt. Laurel, New Jersey |
|---|---|
| Website | genrisewealth.com |
| [email protected] | |
| Phone | (609) 436-9734 |
GenRise Wealth Advisors fees
GenRise Wealth Advisors 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 · Hourly |
|---|---|
| Assets managed | $12 million |
| Individual clients | 20 |
| Accounts managed | 89 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 317337 |
Advisors at this firm (2)
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