Austin Lee
Lee Financial Group LLC · Ladera Ranch, California
Austin Lee is a fee-only financial advisor at Lee Financial Group LLC in Ladera Ranch, California, who holds the CFP and MBA credentials. Austin charges an ongoing planning fee and a percentage of assets (ongoing planning from $4,000 a year and 1% a year on the first tier of assets managed) and focuses on physicians & residents, tax planning and retirement planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Lee Financial Group LLC |
|---|---|
| Based in | Ladera Ranch, California |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $4,000 a year · 1% a year on the first tier of assets managed |
| Assets under management | $1.2M across 12 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 5415765 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | leefinancialgrp.com |
| Profile |
How Austin's firm compares
- Ongoing planning starts at $4,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Lee Financial Group LLC's average account is about $102,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Austin
Is Austin Lee a fee-only financial advisor?
Yes. Austin Lee is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Austin's firm.
How does Austin charge for financial advice?
Austin charges an ongoing planning fee and a percentage of assets.
How much does Austin charge?
According to Lee Financial Group LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; 1% a year on the first tier of assets managed.
Where is Austin Lee based?
Austin Lee is based in Ladera Ranch, California.
What does Austin specialize in?
Austin's specialties include physicians & residents, tax planning, retirement planning, estate & legacy planning and equity compensation. Austin works with physicians.
What credentials does Austin Lee hold?
Austin Lee holds the CFP and MBA credentials.
Is Austin Lee registered with the SEC?
Yes. Austin Lee is registered as an investment adviser representative in CA (CRD 5415765), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lee Financial Group LLC manage?
Lee Financial Group LLC reports $1.2M across 12 accounts in assets under management.
How do I contact Austin Lee?
Through Austin's website, leefinancialgrp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lee Financial Group LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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