Gen Y Planning

Gen Y Planning (CRD# 167656) is a financial advisory firm headquartered in Austin, TX. They manage $28,326,791 in 303 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details

1401 Lavaca Street, Pmb 47955, Austin, TX 78701

https://www.linkedin.com/company/gen-y-planning/

By the Numbers

Total Assets Under Management

28

MILLION
Total Number of Accounts

303

ACCOUNTS
Average Account Value

$93,488

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, MN, NJ, NY, PA, TX, WA

Financial Advisors at Gen Y Planning

Showing 1 - 2 of 2 top financial advisors.

Sophia B. Daigle

CRD#: 5499671

Austin, TX

Sophia Daigle (CRD# 5499671) is an Investment Advisor Representative working at Gen Y Planning in Austin, TX and has 1 year of experience in the finance industry.

Nia M. Gillett

CRD#: 7244861

Austin, TX

Nia Gillett (CRD# 7244861) is an Investment Advisor Representative working at Gen Y Planning in Austin, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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