Generational Wealth Advisors

Generational Wealth Advisors (GWA) is a Registered Investment Advisor founded in May 2005 and based in Richardson, Texas. The firm offers advisory services to individuals, high net worth individuals, trusts, foundations, estates, business entities, retirement plans, and charitable organizations. GWA employs a team of Advisors with various designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountants (CPAs), and Certified Exit Planning Advisors (CEPA). The firm provides tailored financial planning services, including investment planning, retirement planning, and savings strategies. GWA manages assets totaling $392,535,549 as of December 31, 2024, on a discretionary basis. The majority of Clients pay fees based on a percentage of assets managed, starting at 1.25% annually for the first $1,000,000, with reduced fees for larger amounts. Financial planning fees are charged separately at hourly rates. GWA does not charge performance-based fees and does not participate in side-by-side management. The firm's investment strategies are based on Modern Portfolio Theory, emphasizing diversification and asset allocation. GWA does not vote proxies on behalf of Clients and does not offer consulting assistance regarding proxy issues. Clients maintain exclusive responsibility for directing proxy votes. GWA does not require prepayment of fees exceeding $1,200 more than six months in advance. The firm maintains a strict privacy policy to safeguard client information and limits access to personal data to those with a professional need to know. Clients can access and correct their account information through various channels provided by GWA.