John Sardoni
Generous Wealth Management · Marshfield, Massachusetts
John Sardoni is a fee-only financial advisor at Generous Wealth Management in Marshfield, Massachusetts. John 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.
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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 CO, FL, MA · CRD 5547283 |
| Exams passed | Series 65 (2021) · Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | leegenerous.com |
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Questions about John
Is John Sardoni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Generous Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does John work with clients virtually?
Yes. Generous Wealth Management says on its website that it works with clients remotely.
Where is John Sardoni based?
John Sardoni is based in Marshfield, Massachusetts.
What does John specialize in?
John's specialties include tax planning, estate & legacy planning and small business owners. John works with founders and high earners.
Is John Sardoni registered with the SEC?
Yes. John Sardoni is registered as an investment adviser representative in CO, FL and MA (CRD 5547283), 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 John Sardoni?
Through John'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.
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