# Generations Wealth Planning

Generations Wealth Planning is a Bank / Wealth / Trust based in Sarasota, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** generationswealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/generations-wealth-planning

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2018, Generations Wealth Planning established its practice in Sarasota, Florida, serving local families, trusts, and small business owners. The firm operates as an independent registered investment adviser, a structure that imposes a fiduciary duty to place client interests ahead of its own — distinct from the suitability standard that governs broker-dealers. Its formation aligns with a broader Florida trend, as wealth migration from the Northeast has reshaped the advisory landscape along the Gulf Coast over the past decade. The firm provides discretionary asset management, including investment planning and portfolio construction. Public records indicate the firm's ADV filing lists asset classes such as exchange-traded funds, mutual funds, and individual equities, weighted toward long-only public-market exposures. No private-market or alternative-asset strategies are disclosed, consistent with a mass-affluent and high-net-worth client base rather than an institutional one. Generations Wealth Planning remains a lean operation; the most recent regulatory filings list a small number of non-clerical employees. The firm does not operate additional offices outside Sarasota. In 2024, the firm maintained its registration with the SEC as a small adviser, with assets under management below the $100 million threshold that would require additional disclosure granularity. Structurally, the firm competes in a crowded independent RIA market where breaking away from a wirehouse or bank was a dominant narrative in the 2018–2022 period. Its structural differentiator is its independence — no bank parent, no broker-dealer affiliation, no proprietary product shelf — which can appeal to clients wary of institutional conflicts, even if it limits access to in-house alternatives or lending desks.

## Questions

### Is Generations Wealth Planning a fiduciary?

As an SEC-registered investment adviser, the firm is held to a fiduciary standard when managing client assets on a discretionary basis. This means it must act in the client's best interest, disclose conflicts, and seek best execution on trades. It does not operate under a broker-dealer's suitability standard, which requires only that recommendations be suitable, not necessarily optimal.

## Related profiles

- [Generations Wealth](https://altss.com/profile/generations-wealth)
- [Genereux Investment Management](https://altss.com/profile/genereux-investment-management)

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Last updated: 2026-08-11T02:43:31.692Z

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