Firm
GenSphere Private Wealth
Gig Harbor, Washington
Fee-only
Facts
| Based in | Gig Harbor, Washington |
|---|---|
| Website | genspherepw.com |
| [email protected] | |
| Phone | (253) 238-7280 |
GenSphere Private Wealth fees
GenSphere Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. 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 | $50 million |
| Individual clients | 3 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 340872 |