Genesis Wealth Planning, LLC
Genesis Wealth Planning, LLC (CRD# 170039) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $2,100,000 in 35 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$60,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IA, TX
Paul Hancock (CRD# 4820249) is an Investment Advisor Representative working at Genesis Wealth Planning, LLC in Bonita Springs, FL and has over 13 years of experience in the finance industry. Paul Hancock 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.