Generouswealth, LLC

GenerousWealth, LLC is a registered investment advisor based in Summerville, South Carolina, founded in 2020 and led by Bryan Mise. The firm provides ongoing portfolio management, financial planning, and digital wealth management services using platforms like Betterment and RightCapital. GenerousWealth creates customized investment strategies based on modern portfolio theory, building portfolios primarily using mutual funds, exchange-traded funds, equities, and annuities. The firm offers comprehensive financial planning covering retirement, taxes, insurance, college funding, and debt management. GenerousWealth operates primarily on a fee-only basis, charging portfolio management fees based on a percentage of assets, as well as flat or hourly fees for standalone financial planning. The firm works mainly with individuals and high-net-worth clients and maintains no account minimums.