We are high-techlow-costfee-only financial advisors

WealthGen Advisors is a Sarasota-based, fee-only, boutique investment and financial planning firm, and a Registered Investment Advisor (RIA) that specializes in comprehensive financial planning and wealth management for high-net-worth individuals and families. Clients include business owners, executives, entrepreneurs, and established families.

Clients come to us because they seek accredited fiduciary counsel that is legally obliged to act in the best interests of its clients. This fee-only arrangement ensures that there are zero conflicts of interest or commission-based financial products that could influence investment advice.