Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$125 - $25,000
Hourly Rate:$35 - $300/hr

Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

Foxfield, CO

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anna works under G5 Financial Group, is a CPA, and works as a Registered Assistant for LP Finch and Associates, Inc. She is also an independent representative with various insurance carriers for fixed insurance business and owns AMFinancial LLC, a holding company, and is a Notary Public.

Employment History
Current Registrations
Geneos Wealth Management, INC.
May 2021 - Present · 4 yrs 8 mos
Geneos Wealth Management, INC. Broker
March 2021 - Present · 4 yrs 10 mos
State Registrations20 states
AZCACOFLGAHIILKSMDMNMOMTNENJNMNVNYOHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.