Generouswealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500.”

Flat or project fee

$500⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $500 and $15,000.”

Monthly fee

$25/mo

“The fee will range from $250 a year or $25 a month.”

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

How Generouswealth, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GW's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of GW’s fees, within five business days of signing the Financial Planning Agreement.”

How Generouswealth, LLC’s fees compare

• Its hourly rate of $250-$500 is above the South Carolina median of $250. 83% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Summerville that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the South Carolina median of $3,000. 82% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Generouswealth, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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

305

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$110,365,201

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308263

Website

facebook.com/myinvestingadvisor (opens in new tab)

Phone

(843) 376-3544

Can advise clients in 5 states: Georgia, Louisiana, North Carolina, South Carolina, Texas

Other planners in Summerville that publish fees

• C2g Capital Management LLCSummerville$1,000⁠-⁠$5,000, $1,000/yr
• Deltax Capital LLCSummerville$350/hr
• Premier Wealth Partners, LLCSummerville$150/hr
• Scipio Financial LLCSummerville$250/hr

Compare all 6 planners in Summerville