Andrew Lee
Linkside Financial · Charlotte, North Carolina
Andrew Lee is a fee-only financial advisor at Linkside Financial in Charlotte, North Carolina. Andrew focuses on retirement planning, estate & legacy planning and tax planning. Linkside Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Physicians
- High earners
- Multi-generational families
- Retirees
- Early-career professionals
Facts
| Firm | Linkside Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 14 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8112348 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.linksidefinancial.com |
| Profile |
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Questions about Andrew
Is Andrew Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Linkside Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Linkside Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Lee based?
Andrew Lee is based in Charlotte, North Carolina.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Andrew works with founders, executives, tech employees, physicians and high earners.
Is Andrew Lee registered with the SEC?
Yes. Andrew Lee is registered as an investment adviser representative in NC (CRD 8112348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linkside Financial manage?
Linkside Financial reports $10.1M across 14 accounts in assets under management.
How do I contact Andrew Lee?
Through Andrew's website, www.linksidefinancial.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
- Linkside Financial 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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