Dope Cfo Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The adviser will bill the client for any earned but unpaid fees for work completed up to the date of termination. ●​ Project-Based Financial Planning - We offer Project-Based Financial Planning Services for $250 per hour fee per engagement, which may be negotiable in certain cases.”

Flat or project fee

$1,500

“Ongoing Financial Planning ●​ Ongoing Financial Planning - The annual fee for our three service levels is outlined below: ○​ Dope Path $3,000 per year ○​ Dope Facilitation $6,000 per year ○​ Dope Legacy (minimum $10,000 per year based on complexity) Our upfront charge for all Ongoing Financial Planning services is…”

Annual fee

$3,000⁠-⁠$10,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dope Cfo Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Thereafter, the annual fee will be billed in advance in equal monthly payments.”
• “The fee may be negotiable in certain cases at the discretion of DWM.”

How Dope Cfo Wealth Management’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 2 other planners in Marshfield that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Massachusetts median of $4,750. 9% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $3,000-$10,000 spans the Massachusetts median of $8,250. 35% of the 62 other Massachusetts planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Dope Cfo Wealth Management

• Principal: Lee Generous
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337958

Website

dopewealthman.us (opens in new tab)

Phone

(781) 536-7299

Other planners in Marshfield that publish fees

• Generous Wealth ManagementMarshfield$250/hr, $3,000⁠-⁠$10,000/yr
• Mcnamara Financial Services, Inc.Marshfield$500/hr, $2,500
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr

Compare all 5 planners in Marshfield