Generational Wealth Advisors
DBA: Talis Advisory Services, Llc
3400 NORTH CENTRAL EXPRESSWAY, Richardson, Texas 75080
SEC CRD#135145
Last ADV filed: 12/09/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Compensation methods:
Percentage of AUMHourly feesFixed fees
Compensation Transparency
- Also licensed to sell insurance products
- Also registered with a broker-dealer
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.