# Anne Lee

> Anne Lee is a fee-only financial advisor at Church Organizers Foundation in Mason, Michigan. Anne focuses on estate & legacy planning, tax planning and retirement planning. Church Organizers Foundation reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/anne-lee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Church Organizers Foundation
- **Based in:** Mason, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $8.6M across 51 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **CRD:** 4831478 (https://adviserinfo.sec.gov/individual/summary/4831478)
- **SEC registration:** Investment adviser representative in CA, MI
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.churchorganizers.org/

## Frequently asked questions

### Is Anne Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Church Organizers Foundation reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anne charge for financial advice?

Anne's firm, Church Organizers Foundation, reports charging a percentage of assets on its SEC Form ADV.

### Where is Anne Lee based?

Anne Lee is based in Mason, Michigan.

### What does Anne specialize in?

Anne's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.

### Is Anne Lee registered with the SEC?

Yes. Anne Lee is registered as an investment adviser representative in CA and MI (CRD 4831478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Church Organizers Foundation manage?

Church Organizers Foundation reports $8.6M across 51 accounts in assets under management.

### How do I contact Anne Lee?

Through Anne's website, www.churchorganizers.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4831478): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.churchorganizers.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.