Genesis Advisors, LLC

Financial planning in Fishers, IN

SEC registeredNo commissions reported

Call (317) 577-6900 Send a message Map ↗

Public-record details

Address: 10150 Lantern Road, Suite 175, Fishers, IN 46037
Phone: (317) 577-6900
Listed under: Financial planning, Hourly fees, % of assets managed, Retirement plan consulting
CRD number: 151976
Registration: SEC registered since 2025-12-02
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
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: $121.2 million
Accounts managed: 364
Clients reported (Form ADV 5.D): 132
Individual / high-net-worth clients: 110 / 14
Employees: 4
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-06

SEC registered investment adviser, CRD 151976, 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

SEC IAPD summary for CRD 151976 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

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 Fishers

Bbk Wealth LLC14074 Trade Center Drive, Suite 240 · Fishers, IN 46038 · (317) 207-0730 · Financial planningCRD 311324 · % of assets, Hourly charges, Fixed fees · $62.6 million AUMState registeredNo commissions reported Brightstone Advisors LLP11650 Lantern Road, Suite 210 · Fishers, IN 46038 · (317) 576-8544 · Financial planningCRD 150936 · % of assets, Hourly charges, Fixed fees · $54.7 million AUMState registeredNo commissions reported Cbg & Company, INC.14074 Trade Center Drive, Suite 151 · Fishers, IN 46038 · (317) 257-7400 · Financial planningCRD 149225 · % of assets, Hourly charges, Fixed fees · $270.7 million AUMSEC registeredNo commissions reported Erlang101 Capital Management LLC12091 Raiders Blvd. · Fishers, IN 46037 · (317) 426-9298 · % of assets managedCRD 172532 · % of assets, Performance-based fees · $420,000 AUMState registeredNo commissions reported Heartland Financial Planners10832 Cody Lane · Fishers, IN 46037 · (317) 371-2828 · Financial planningCRD 343566 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported Hendershott Wealth Management, LLC11 Municipal Drive, Ste 200 Pmb 1018 · Fishers, IN 46038 · (877) 743-6500 · Financial planningCRD 170839 · % of assets, Hourly charges, Fixed fees · $305.8 million AUMSEC registeredNo commissions reported Norwood Economics, INC.14074 Trade Center Dr., Suite 212 · Fishers, IN 46038 · (317) 559-2333 · Financial planningCRD 282079 · % of assets, Hourly charges · $96.6 million AUMState registeredNo commissions reported Raton Wealth11 Municipal Drive, Suite 200 · Fishers, IN 46038 · (317) 967-2010 · Financial planningCRD 290027 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reported

All 12 in Fishers →