Genesis Wealth Planning, LLC

Genesis Wealth Planning, LLC (CRD# 170039) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $2,224,000 in 42 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Genesis Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Paul A. Hancock
CRD#: 4820249
9001 Highland Woods Blvd, Suite 4, Bonita Springs, FL 34135

Paul Hancock (CRD# 4820249) is an Investment Advisor Representative working at Genesis Wealth Planning, LLC in Bonita Springs, FL and has over 14 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.

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