The Gensler Group
The Gensler Team is an 8-person financial advisory practice in Coronado, California, operating within Wealth Enhancement Group's nationwide independent RIA network, serving high-net-worth individuals, families, retirees, and business owners with integrated wealth management, investment, tax, estate, and retirement planning services.
- Company typePrivate
- Founded1997
- HeadquartersCoronado, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The Gensler Group does
The Gensler Team is an 8-person financial advisory practice based at 120 C Ave STE 170, Coronado, California, operating as a satellite team within Wealth Enhancement Group, LLC — an independent registered investment advisor (RIA) founded in 1997 in Plymouth, Minnesota. The team comprises five advisory professionals (Dan Gensler, Britta Ferguson, Brandon Mather, Joey Davies, Colin Roesler, holding CFP®, CEPA®, and CFA® designations) and three client service specialists (Lorie Perry, Coralynn Pierce, Tashia Twardy). It serves high-net-worth individuals, multi-generational families, retirees, pre-retirees, and business owners in the greater Coronado area, delivering customized offerings across financial planning, investment management, estate planning, retirement planning, and tax strategies.
The team operates on Wealth Enhancement's technology-enabled RIA platform, which provides a secure client portal with two-factor authentication, secure messaging, and financial planning tools, layered with proprietary branded methodologies: the Roundtable™ collaborative planning model (cross-disciplinary specialists in investments, taxes, estate planning, insurance, retirement, and trust), the UniFi Process™ integrated planning framework, Plan-Led Investing™ (a planning-first investment philosophy), Wealth Blueprint™ (a complimentary planning analysis), and Your Money Matrix™ (a retirement income framework). Custodial relationships are maintained with National Financial Services, Charles Schwab, and Fidelity Investments for client asset protection. The parent platform reports more than $155 billion in client assets under advisement, trust, brokerage, and affiliated management as of May 2026, and operates from more than 200 offices nationwide.
The business model is fee-based advisory, with revenue derived from comprehensive wealth management fees (AUM-based or flat-fee arrangements), trust services through Wealth Enhancement Trust Services, Inc. (a South Dakota-chartered trust company), tax preparation, and corporate retirement plan consulting. Go-to-market is sales-led and relationship-driven: the Gensler Team offers complimentary initial consultations, matches prospects with specific advisors, and crafts comprehensive financial plans. Distribution leverages Wealth Enhancement's national office network alongside a content-led marketing engine (blog, webinars, eBooks, podcasts, financial calculators, newsroom). Pricing for the Gensler Team is not publicly disclosed; specific fee schedules require direct consultation.
The Gensler Group firmographics
Firmographics- Name
- The Gensler Group
- Legal name
- Wealth Enhancement Group, LLC
- Website
- https://genslergroup.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Gensler Team is an 8-person financial advisory practice in Coronado, California, operating within Wealth Enhancement Group's nationwide independent RIA network, serving high-net-worth individuals, families, retirees, and business owners with integrated wealth management, investment, tax, estate, and retirement planning services.
- Ownership category
- akta.pro rank
The Gensler Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Pension Funds (52511)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Estate & Legacy Planning Advisory (FSAEAAAG), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where The Gensler Group is headquartered
LocationHeadquarters
- HQ city
- Coronado
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Gensler Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Comprehensive Wealth Management Advisory: Fees for integrated financial planning and investment advisory services including tax strategies, estate planning, retirement planning, and investment management.
- Trust Services: Trust services offered through Wealth Enhancement Trust Services, Inc., a trust company chartered under South Dakota law.
- Tax Preparation Services: Tax preparation services provided as part of comprehensive wealth management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Complimentary initial consultation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
The Gensler Group product offering
Product offeringCore offering
The Gensler Team is a financial advisory practice operating under Wealth Enhancement Group, LLC, serving the greater Coronado, CA area. The team delivers comprehensive wealth management for high-net-worth individuals, families, retirees, pre-retirees, and business owners, integrating investment management, financial planning, tax strategies, estate planning, retirement income planning, risk management and insurance, and trust services through a collaborative, planning-led model.
Product overview
Wealth Enhancement offers a comprehensive wealth management platform built around its collaborative Roundtable™ planning model and integrated UniFi Process framework. The platform provides financial advisory services through a nationwide network of advisors, including the Gensler Team advisory group serving clients in the Coronado, CA area. Core services include financial planning, investment management, tax planning and preparation, estate planning, retirement planning, risk management, and trust services. The company has developed proprietary methodologies including the Plan-Led Investing philosophy, Wealth Blueprint analysis tool, and Your Money Matrix retirement planning framework. Services are delivered through 146+ local offices nationwide with over $155 billion in client assets under advisement (as of May 2026).
Differentiator
Problem solved
Functional benefit
Brands
- Roundtable™: Wealth Enhancement's collaborative planning model where specialists across investments, taxes, estate planning, insurance, retirement, and trust services work together to build coordinated financial strategies.
- UniFi Process™
- Plan-Led Investing™
- Wealth Blueprint™
- Your Money Matrix™
Products and services
- Comprehensive Wealth Management Integrated wealth management offering that combines investment management, financial planning, tax strategies, estate planning, retirement income planning, and risk management and insurance into a unified plan tailored for high-net-worth individuals, families, retirees, and business owners.
- Investment Management Customized portfolio construction and ongoing investment management services designed to align with each client's goals, time horizon, and risk tolerance.
- Financial Planning Comprehensive financial planning service that creates personalized roadmaps covering budgeting, savings, goal prioritization, and ongoing plan adjustments for clients and their families.
- Tax Strategies Tax planning and optimization strategies integrated into the overall financial plan to help clients minimize tax liabilities across income, investments, retirement, and estate.
- Estate Planning Estate planning services that help clients structure wills, trusts, beneficiary designations, and wealth transfer strategies to preserve and transfer assets across generations.
- Retirement Income Planning Retirement income planning service that designs sustainable withdrawal strategies, Social Security optimization, and income distribution plans for retirees and pre-retirees.
- Risk Management and Insurance Risk management and insurance planning that identifies client exposures and structures life, disability, long-term care, and property/casualty coverage solutions.
- Trust Services Trust administration and fiduciary services provided through Wealth Enhancement Brokerage Services, LLC for clients seeking professional management of personal or family trusts.
- Tax Preparation Annual tax preparation services delivered by the in-house tax team for clients who want coordinated filing alongside their wealth management plan.
- Private Client Services Concierge-level wealth management for ultra-high-net-worth households, providing bespoke planning and dedicated advisor support through Wealth Enhancement's specialized group.
- Business Exit Planning Exit planning advisory for business owners, covering valuation, succession, tax-efficient sale structures, and post-exit wealth transition.
- Retirement Plan Consulting Consulting services for corporate retirement plans, including plan design, investment menu selection, fiduciary support, and employee education delivered to plan sponsors.
Quantifiable outcome
- 34 advisors recognized on Forbes 2026 Best-In-State Wealth Advisors ranking
- +2 more outcomes
Companies that use The Gensler Group
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles2 records
The Gensler Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
The Gensler Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- National Financial Services, LLC (NFS)coreWealth Enhancement Brokerage Services (WEBS) introduces transactions to its clearing firm, National Financial Services, LLC (NFS), on a fully disclosed basis. NFS is solely responsible for routing customer orders for execution and prepares required SEC Rule 606 reports.
- Charles SchwabcoreSchwab Security Guarantee covers losses due to unauthorized activity. Wealth Enhancement maintains custodial partnerships for client asset protection.
- Fidelity InvestmentscoreFidelity Customer Protection Guarantee reimburses for losses from unauthorized activity in Covered Accounts occurring through no fault of the client's own. Wealth Enhancement maintains custodial partnerships for client asset protection.
Scale indicators7 records
Recent moves5 records
Expansion highlights5 records
The Gensler Group competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, investment management, tax, estate, and retirement planning with a national footprint. One of the most direct competitors to Wealth Enhancement among mega-RIAs in the HNW segment.
- Carson Group: Coaching and business platform for financial advisors plus a wealth management firm serving HNW clients with comprehensive financial planning. Comparable in offering an integrated advisory + planning + back-office platform.
- Creative Planning: Leading independent RIA serving HNW clients with comprehensive financial planning, investment management, tax, and estate services across a national footprint. Directly comparable in scale, multi-disciplinary service, and target customer segment.
- Focus Financial Partners: Partner-owned firm of independent RIAs and wealth management firms offering comprehensive financial planning, investment management, tax, and estate services. Comparable in providing a multi-advisor platform for HNW clients.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S. supporting thousands of advisors and providing wealth management, investment, and retirement services. Overlaps with Wealth Enhancement's RIA and brokerage capabilities but at much greater scale and as a custodian/platform.
- Raymond James Financial: Diversified financial services firm offering wealth management, investment banking, and asset management through a large advisor network. Comparable in target HNW clients and integrated advisory services, though publicly traded and broader in scope.
- Edward Jones: National financial advisory firm offering investment, retirement, and estate planning services to a broad HNW and mass-affluent client base. Comparable in personalized advisor-led planning and broad U.S. office network.
- Ameriprise Financial: Large diversified financial services firm with a major wealth management and advisory segment serving HNW clients. Comparable in offering comprehensive financial planning, investment management, and retirement/estate planning services.
- Stifel Financial: Diversified wealth management and investment bank with a strong private client group serving HNW households. Overlaps with Wealth Enhancement's investment advisory, retirement, and estate planning offerings.
- Charles Schwab Wealth Management: Massive retail brokerage and RIA custodian with a growing proprietary advisory offering. Operates as both a custodian partner to Wealth Enhancement and a broader competitor in the HNW advisory market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Gensler Group social profiles
Digital presenceThe Gensler Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Gensler Group leadership team
Management profileNumber of profiles
Profiles8 records
The Gensler Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Gensler Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Gensler Group 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 The Gensler Group
What does The Gensler Group do?
The Gensler Team is a financial advisory practice operating under Wealth Enhancement Group, LLC, serving the greater Coronado, CA area. The team delivers comprehensive wealth management for high-net-worth individuals, families, retirees, pre-retirees, and business owners, integrating investment management, financial planning, tax strategies, estate planning, retirement income planning, risk management and insurance, and trust services through a collaborative, planning-led model.
Is The Gensler Group a public or private company?
The Gensler Group is a private company. It is classified as unknown and is currently operating.
When was The Gensler Group founded?
The Gensler Group was founded in 1997. It employs 1 to 10 people.
Where is The Gensler Group based?
The Gensler Group is headquartered in Coronado, United States, in the North America region.
How does The Gensler Group make money?
Three revenue lines are on record. Comprehensive Wealth Management Advisory is the primary driver. The others are trust Services and tax Preparation Services.
Who are The Gensler Group's main competitors?
Direct peers on record are Mariner Wealth Advisors, Carson Group, Creative Planning and Focus Financial Partners. Broad incumbents are LPL Financial, Raymond James Financial, Edward Jones, Ameriprise Financial, Stifel Financial and Charles Schwab Wealth Management.
Does The Gensler Group have an API?
No public API is recorded for The Gensler Group.
What industry is The Gensler Group in?
The Gensler Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.