Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Summerville, SC 29483
Generouswealth, LLC
Supported
Total advisors
2Clients per advisor
153 Very HighAvg AUM per client
$361,853 LowHNW client ratio
12% LowEdward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, Independent Advisor Alliance, and LPL Financial. He co-founded GenerousWealth in 2020 and continues to provide investment advisory services there. GenerousWealth, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm manages portfolios across mutual funds, ETFs, equities, and annuities under client-specific Investment Policy Statements and incorporates both a wrap fee program and algorithm-driven portfolio construction through the Betterment for Advisors platform.
Fixed financial planning fees negotiated between $500 and $15,000
$0 - Any Amount: Not to exceed 2% annually
Some advisory representatives are also registered representatives of LPL Financial and may earn commissions for brokerage products, but advisory fees are separate and no commissions are charged on advisory accounts
Hourly financial planning fees negotiated between $250 and $500
Portal Only subscription fee ranging from $250 per year or $25 per month
Fee-only: Financial planning fixed fees between $500 and $15,000; hourly fees between $250 and $500; Portal subscription fee $250/year or $25/month
Summerville, SC
105 S Cedar Street, Suite D
Summerville SC 29483
Advisors at this office
2
Louisiana · South Carolina
33 years of industry experience
Generouswealth, LLC
2020 - Present • 6 years
Summerville, NC
LPL Financial
2015 - Present • 11 years
Summerville, SC
Independent Advisor Alliance, LLC
2015 - 2020 • 5 years
Summerville, NC
Wells Fargo Clearing
2007 - 2015 • 8 years
SC
Citigroup Global Markets
1995 - 2007 • 12 years
Charleston, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Daniel Island, SC
Reconstructing Wealth
Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.
CFA®, Series 63
North Charleston, SC
Luther Wealth Management
Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.
CFA®, Series 63
Charleston, SC
Income Growth Advisors, LLC
Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.
Series 65
Summerville, SC
DeltaX Capital LLC
Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.
Series 63, Series 65
Daniel Island, SC
Sherman Financial & Wealth Management
Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.
CFA®
North Charleston, SC
WW Consulting
Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.
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