Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
8yrs
Frederick Owsley
Financial advisor at Geneos Wealth Management
Frederick Owsley is a fiduciary financial advisor in Scottsdale, Arizona, with 8 years in the industry. Frederick joined Geneos Wealth Management in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office8115 E Indian Bend Rd Suite #117, Scottsdale, AZ 85250
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$423,489
Advisors at the firm185
States licensed ?1 state
Services through Geneos Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowGeneos Wealth Management, Inc.Current firm
Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Frederick
How do I contact Frederick?
Call Geneos Wealth Management at (303) 785-8470 and ask for Frederick Owsley. Frederick works from the Scottsdale, AZ office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Frederick hold?
Series 66. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Geneos Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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