Firm
MB Generational Wealth
Spokane, Washington
Fee-only
MB Generational Wealth at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 120 individual clients, 72 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 398 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | mbgenwealth.com |
| Phone | (509) 703-5715 |
MB Generational Wealth fees
MB Generational 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. 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 |
|---|---|
| Assets managed | $404 million |
| Individual clients | 48 |
| High-net-worth clients | 72 |
| Accounts managed | 398 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-128683) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 327967 |