Genesis Wealth Advisors, LLC

Genesis Wealth Advisors, LLC (CRD# 158388) is a financial advisory firm headquartered in Stoughton, MA. They manage $174,896,103 in 838 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $208,707
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, RI

Financial Advisors at Genesis Wealth Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Paul F. Duval
CRD#: 2076914
532 Page Street, Stoughton, MA 02072
103
Wealthminder
score

Paul Duval (CRD# 2076914) is President of Genesis Wealth Advisors, LLC in Stoughton, MA and has over 26 years of experience in the finance industry.

2
Ronald C. Aines
CRD#: 2051516
532 Page Street, Stoughton, MA 02072
96
Wealthminder
score

Ronald Aines (CRD# 2051516) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 27 years of experience in the finance industry.

3
Nicholas L. De Peyster
CRD#: 1529007
532 Page Street, Stoughton, MA 02072
96
Wealthminder
score

Nicholas De Peyster (CRD# 1529007) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 17 years of experience in the finance industry.

4
Joan M. Gagnon
CRD#: 3239102
532 Page Street, Stoughton, MA 02072
96
Wealthminder
score

Joan Gagnon (CRD# 3239102) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 18 years of experience in the finance industry. Joan Gagnon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Arthur M. Debenedictis
CRD#: 3172173
3 Lakeside Office Park, Wakefield, MA 01880
93
Wealthminder
score

Arthur Debenedictis (CRD# 3172173) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Wakefield, MA and has over 18 years of experience in the finance industry.

6
Geoffrey L. Kurinsky
CRD#: 5488472
532 Page Street, Stoughton, MA 02072
93
Wealthminder
score

Geoffrey Kurinsky (CRD# 5488472) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 9 years of experience in the finance industry.

7
Paul F. Stone
CRD#: 3228094
532 Page Street, Stoughton, MA 02072
93
Wealthminder
score

Paul Stone (CRD# 3228094) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 18 years of experience in the finance industry.

8
Daniel J. Duval
CRD#: 6220899
532 Page Street, Stoughton, MA 02324
89
Wealthminder
score

Daniel Duval (CRD# 6220899) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.