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
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts303ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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
1
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.
2
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.