Firm
Genuine Wealth Solutions LLC
Richmond, Virginia
Fee-only
Genuine Wealth Solutions LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 9 of them high net worth.
- Its average account is about $189,000 (assets it manages divided by its 74 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | genuinewealthsolutions.com |
| [email protected] | |
| Phone | (540) 968-0019 |
Genuine Wealth Solutions LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $3,000 |
| Account minimum | $500,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$7,200 annually" source
"Individuals in or approaching retirement who are not interested in investment management or have investable assets below $500,000 minimum." source
"have $500,000 or more in investable 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 | Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 32 |
| High-net-worth clients | 9 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 328234 |