Casey Phinney
Generous Wealth Management · Marshfield, Massachusetts
Casey Phinney is a fee-only financial advisor at Generous Wealth Management in Marshfield, Massachusetts. Casey focuses on tax planning, estate & legacy planning and small business owners. Generous Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Casey →
Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Generous Wealth Management |
|---|---|
| Based in | Marshfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $55.4M across 307 accounts |
| SEC registration | Investment adviser representative in FL, MA · CRD 8224903 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | leegenerous.com |
| Profile |
Request an introduction to Casey
Tell Casey a little about what you're looking for. Casey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Casey
Is Casey Phinney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Generous Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Generous Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Casey work with clients virtually?
Yes. Generous Wealth Management says on its website that it works with clients remotely.
Where is Casey Phinney based?
Casey Phinney is based in Marshfield, Massachusetts.
What does Casey specialize in?
Casey's specialties include tax planning, estate & legacy planning and small business owners. Casey works with founders and high earners.
Is Casey Phinney registered with the SEC?
Yes. Casey Phinney is registered as an investment adviser representative in FL and MA (CRD 8224903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Generous Wealth Management manage?
Generous Wealth Management reports $55.4M across 307 accounts in assets under management.
How do I contact Casey Phinney?
Through Casey's website, leegenerous.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Generous Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.