Generational Wealth Advisors
Generational Wealth Advisors is a fee-only SEC-registered investment advisor in Richardson, Texas, serving business owners, corporate executives, and affluent professionals nationwide. It delivers evidence-based portfolio management via Dimensional Fund Advisors and comprehensive financial planning focused on business exit strategies.
- Company typePrivate
- Founded2010
- HeadquartersTexas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Generational Wealth Advisors does
Generational Wealth Advisors (legal entity: Talis Advisory Services, LLC) is a fee-only, SEC-registered investment advisor headquartered in Richardson, Texas, serving a nationwide client base of business owners, corporate executives, and affluent professionals since 2010. The firm operates on an evidence-based investment philosophy grounded in Modern Portfolio Theory and the academic research of Nobel laureates Harry Markowitz, William Sharpe, and Eugene Fama. Portfolios are constructed primarily through Dimensional Fund Advisors (DFA) vehicles spanning more than 12,000 securities across 44 countries, with factor exposure to size, value, and profitability, tax-loss harvesting, and asset location strategies applied to enhance after-tax efficiency.
The firm's product suite centers on two core offerings: The Finish Line Plan, a comprehensive financial planning engagement with tax analysis specifically designed to help business owners navigate exits and maximize after-tax sale proceeds, and Wealth Management, an integrated portfolio management service incorporating retirement income strategies, risk management, estate planning, and trust services. The team includes CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, and attorneys, several of whom hold multiple designations (CFP, CEPA, CPA), enabling coordinated delivery of tax, legal, and investment advice under a single fiduciary relationship.
Commercially, the firm generates revenue through recurring advisory fees tied to assets under management and project-based financial planning engagements, with no product commissions. Client acquisition is driven by professional referrals from attorneys and CPAs, direct outreach, content marketing (quarterly market reviews, "The Generational Way" video), earned media in publications such as USA Today, NASDAQ, and Financial Planning magazine, and a sustained run of third-party recognition including D Magazine Top Wealth Manager (2020-2025) and USA Today Best Financial Advisory Firms (2025). The firm is a subsidiary within the broader Generational Group, alongside affiliated Talis Financial Services, LLC.
Generational Wealth Advisors firmographics
Firmographics- Name
- Generational Wealth Advisors
- Legal name
- Talis Advisory Services, LLC dba Generational Wealth Advisors
- Website
- https://generationalwealthadv.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Generational Wealth Advisors is a fee-only SEC-registered investment advisor in Richardson, Texas, serving business owners, corporate executives, and affluent professionals nationwide. It delivers evidence-based portfolio management via Dimensional Fund Advisors and comprehensive financial planning focused on business exit strategies.
- Ownership category
- akta.pro rank
Generational Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Generational Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Texas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Generational Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-only investment advisory services where the firm acts as a fiduciary. Revenue is generated through advisory fees, likely based on assets under management (AUM). The firm is registered with the SEC as an investment advisor and delivers independent, objective advice.
- Financial Planning Services: Comprehensive financial planning services including The Finish Line Plan for business exit planning, retirement income planning, and integrated wealth management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory model with no commissions on product sales |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Generational Wealth Advisors product offering
Product offeringCore offering
Generational Wealth Advisors is a fee-only SEC-registered investment advisor providing wealth management, financial planning, and portfolio management services to individuals and families. The firm offers an integrated suite of services including The Finish Line Plan (a comprehensive financial plan focused on business exit planning with tax analysis), Wealth Management, and evidence-based portfolio construction using Dimensional Fund Advisors portfolios. Their core focus is helping business owners, professionals, and corporate executives preserve, grow, and transfer wealth across generations.
Product overview
Generational Wealth Advisors is a wealth management firm offering an integrated suite of services centered around two primary offerings: The Finish Line Plan (a comprehensive financial planning product focused on business exit planning with tax analysis) and Wealth Management (portfolio management services). The core platform includes investment philosophy grounded in evidence-based investing and Dimensional Fund Advisors portfolio models. Supporting service modules encompass goals-based financial planning, portfolio management with factor exposure, retirement income strategies, risk management, estate planning, and trust services. The firm operates as an SEC-registered investment advisor serving business owners, professionals, and corporate executives nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- The Finish Line Plan
Quantifiable outcome
- D Magazine Top Wealth Manager recognition 2020-2025 (consecutive years)
- +2 more outcomes
Companies that use Generational Wealth Advisors
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles1 record
Generational Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Generational Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Dimensional Fund Advisors (DFA)coreGenerational Wealth Advisors partners with Dimensional Fund Advisors, one of the eighth-largest fund companies managing $548B in assets. DFA provides the underlying investment vehicles for client portfolios, offering globally diversified portfolios containing more than 12,000 securities in 44 countries. DFA's board includes Nobel laureates Eugene Fama, Robert Merton, and Myron Scholes, and the firm is primarily owned by employees and directors, managing assets exclusively for institutional investors and select fee-based advisors.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Generational Wealth Advisors competitors and assessment
Company assessmentEmerging players
- Personal Capital (Empower): Hybrid digital RIA providing goals-based planning and portfolio management to HNW clients; competes with GWA for affluent households that want modern dashboards with fiduciary advice.
- Facet Wealth: Digital-first RIA delivering flat-fee financial planning to HNW clients nationally; competes with GWA on fee transparency, modern UX, and remote delivery for the same persona.
Broad incumbents
- Edelman Financial Engines: Large-scale RIA combining workplace plan advice with HNW wealth management; competes for the same business-owner and executive segment though at far greater AUM scale.
- Creative Planning: National fee-only RIA with extensive DFA usage and goals-based planning for HNW families, business owners, and executives; significantly larger scale but a direct competitor for the same client profile.
- Carson Group: Large, PE-backed advisor platform offering wealth management, business coaching, and exit planning to HNW clients and business owners; overlaps heavily with GWA's primary segments but at much greater scale.
- Mercer Advisors: PE-backed (Genstar) national RIA consolidating smaller advisory firms; competes directly for HNW and business-owner clients with integrated financial planning and tax services.
- One Capital (One Wealth Management): PE-backed national RIA roll-up aggregating boutique firms in the $1-5B AUM range; competes for advisor talent and serves a similar HNW business-owner segment.
Direct peers
- Buckingham Strategic Wealth: Fee-only RIA serving HNW clients with evidence-based, DFA-tilted portfolios and a similar goals-based financial planning focus, making it one of the closest direct comparables to GWA in philosophy, size, and target segment.
- Ritholtz Wealth Management: Boutique RIA emphasizing evidence-based, factor-aware investing and financial planning for HNW individuals and families - overlapping philosophy and client profile with GWA.
- Halbert Hargrove: Long-standing DFA-affiliated fee-only RIA serving business owners and HNW families with integrated financial planning, retirement, and estate services - a closely analogous boutique RIA peer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Generational Wealth Advisors social profiles
Digital presenceGenerational Wealth Advisors compliance and trust
Trust signalCompliance6 records
Generational Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Generational Wealth Advisors leadership team
Management profileNumber of profiles
Profiles14 records
Generational Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Generational Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Generational Wealth Advisors
What does Generational Wealth Advisors do?
Generational Wealth Advisors is a fee-only SEC-registered investment advisor providing wealth management, financial planning, and portfolio management services to individuals and families. The firm offers an integrated suite of services including The Finish Line Plan (a comprehensive financial plan focused on business exit planning with tax analysis), Wealth Management, and evidence-based portfolio construction using Dimensional Fund Advisors portfolios. Their core focus is helping business owners, professionals, and corporate executives preserve, grow, and transfer wealth across generations.
Is Generational Wealth Advisors a public or private company?
Generational Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Generational Wealth Advisors founded?
Generational Wealth Advisors was founded in 2010. It employs 11 to 50 people.
Where is Generational Wealth Advisors based?
Generational Wealth Advisors is headquartered in Texas, United States, in the North America region.
How does Generational Wealth Advisors make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are financial Planning Services.
Who are Generational Wealth Advisors's main competitors?
Emerging players on record are Personal Capital (Empower) and Facet Wealth. Broad incumbents are Edelman Financial Engines, Creative Planning, Carson Group, Mercer Advisors and One Capital (One Wealth Management). Direct peers are Buckingham Strategic Wealth, Ritholtz Wealth Management and Halbert Hargrove.
Does Generational Wealth Advisors have an API?
No public API is recorded for Generational Wealth Advisors.
What industry is Generational Wealth Advisors in?
Generational Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.