Fee-OnlyFinder

Gen Financial Management INC.

Financial planning in Plymouth, MN

SEC registeredNo commissions reported

Call (952) 513-1466Send a messageMap ↗

Public-record details

Address
10810 Old County Road 15, Suite 200, Plymouth, MN 55441
Phone
(952) 513-1466
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
110179
Registration
SEC registered since 2000-08-02
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$331.8 million
Accounts managed
1,170
Clients reported (Form ADV 5.D)
246
Individual / high-net-worth clients
133 / 113
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-20

SEC registered investment adviser, CRD 110179, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Plymouth

Advisory Solutions Group505 N Highway 169, Suite 900 · Plymouth, MN 55441 · (763) 417-1700 · Financial planningCRD 339919 · % of assets, Hourly charges, Fixed fees · $408.4 million AUMSEC registeredNo commissions reportedBerger Financial Group1695 State Hwy 169 N · Plymouth, MN 55441 · (763) 746-2666 · Financial planningCRD 308174 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedCeladon Managed Wealth3370 Annapolis Lane Suite B · Plymouth, MN 55447 · (952) 767-5839 · Financial planningCRD 165978 · % of assets · $79.7 million AUMState registeredNo commissions reportedEcho Wealth Management, LLC3033 Campus Drive, Suite N145 · Plymouth, MN 55441 · (763) 432-7875 · Financial planningCRD 174136 · % of assets, Fixed fees · $288.2 million AUMSEC registeredNo commissions reportedFeltl AdvisorsOne Carlson Parkway North, Suite 225 · Plymouth, MN 55447 · (612) 492-8800 · Financial planningCRD 165244 · % of assets, Fixed fees, Other · $165.6 million AUMSEC registeredNo commissions reportedGreat River Financial9800 Shelard Pkwy, Suite 113 · Plymouth, MN 55441 · (763) 231-7581 · Financial planningCRD 314172 · % of assets, Hourly charges · $201.9 million AUMSEC registeredNo commissions reportedKure Advisory, LLC15600 36th Avenue North, Suite 200 · Plymouth, MN 55446 · (763) 559-9213 · Financial planningCRD 311320 · % of assets, Fixed fees · $259.0 million AUMSEC registeredNo commissions reportedMwm Wealth Advisory, LLC18200 45th Ave North, Suite 100a · Plymouth, MN 55446 · (763) 478-9934 · % of assets managedCRD 287705 · % of assets · $144.4 million AUMSEC registeredNo commissions reported

All 16 in Plymouth →