Generous Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 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. ●​ Financial Planning and Consulting Services - We offer Financial Planning and Consulting Services for $250 per hour with a minimum $1,500 fee per engagement, which may be negotiable in certain cases.”

Annual fee

$3,000⁠-⁠$10,000/yr

“The fees for Financial Planning services are as follows: ●​ Ongoing Financial Planning - The annual fee for our three service levels is outline below: ○​ Prosperity Path $3,000 per year ○​ Prosperity Facilitator $6,000 per year ○​ Prosperity Legacy (minimum $10,000 per year based on complexity) Our upfront charge…”

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

How Generous Wealth Management bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or debit/credit card.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Generous 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 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.

About Generous Wealth Management

• Principal: Lee Generous
• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

72

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$55,447,223

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

318091

Website

genwealthman.com (opens in new tab)

Phone

(781) 242-5760

Can advise clients in 4 states: Colorado, Florida, Massachusetts, South Carolina

Other planners in Marshfield that publish fees

• Dope Cfo Wealth ManagementMarshfield$250/hr, $1,500
• 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