Lee Generous
Generous Wealth Management · Marshfield, Massachusetts
Lee Generous is a fee-only financial advisor at Generous Wealth Management in Marshfield, Massachusetts, who holds the CFP and ChFC credentials. Lee 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CO, FL, MA, TX · CRD 5765351 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | leegenerous.com |
| Profile |
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Questions about Lee
Is Lee Generous a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee 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 Lee charge for financial advice?
Lee's firm, Generous Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Lee work with clients virtually?
Yes. Generous Wealth Management says on its website that it works with clients remotely.
Where is Lee Generous based?
Lee Generous is based in Marshfield, Massachusetts.
What does Lee specialize in?
Lee's specialties include tax planning, estate & legacy planning and small business owners. Lee works with founders and high earners.
What credentials does Lee Generous hold?
Lee Generous holds the CFP and ChFC credentials.
Is Lee Generous registered with the SEC?
Yes. Lee Generous is registered as an investment adviser representative in CO, FL, MA and TX (CRD 5765351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Generous Wealth Management manage?
Generous Wealth Management reports $55.4M across 307 accounts in assets under management.
How do I contact Lee Generous?
Through Lee'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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