William Kelly
Generous Wealth Management · Hull, Massachusetts
William Kelly is a fee-only financial advisor at Generous Wealth Management in Hull, Massachusetts. William 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 | Hull, 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 MA, SC · CRD 4773372 |
| Exams passed | Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | leegenerous.com |
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Questions about William
Is William Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Generous Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does William work with clients virtually?
Yes. Generous Wealth Management says on its website that it works with clients remotely.
Where is William Kelly based?
William Kelly is based in Hull, Massachusetts.
What does William specialize in?
William's specialties include tax planning, estate & legacy planning and small business owners. William works with founders and high earners.
Is William Kelly registered with the SEC?
Yes. William Kelly is registered as an investment adviser representative in MA and SC (CRD 4773372), 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 William Kelly?
Through William'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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