Anne Lee
Church Organizers Foundation · Mason, Michigan
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.
Request an introduction to Anne →
Specialties
Facts
| Firm | Church Organizers Foundation |
|---|---|
| Based in | Mason, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.6M across 51 accounts |
| SEC registration | Investment adviser representative in CA, MI · CRD 4831478 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.churchorganizers.org |
| Profile |
How Anne's firm compares
- Church Organizers Foundation's average account is about $169,000, from its Form ADV (assets managed divided by 51 accounts).
Request an introduction to Anne
Tell Anne a little about what you're looking for. Anne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anne
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.
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
- Church Organizers Foundation 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.
See something wrong? Request a correction. Read our methodology.