Brenda Lee
Capital Planning · Bellevue, Washington
Brenda Lee is a fee-only financial advisor at Capital Planning in Bellevue, Washington, who holds the ChFC credential. Capital Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brenda →
Facts
| Firm | Capital Planning |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $617.7M across 1,169 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX, WA · CRD 2280754 |
| Exams passed | Series 63 (1997) · Series 65 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | capplanllc.com |
How Brenda's firm compares
- Capital Planning's average account is about $528,000, from its Form ADV (assets managed divided by 1,169 accounts).
Request an introduction to Brenda
Tell Brenda a little about what you're looking for. Brenda 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 Brenda
Is Brenda Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenda holds no broker registration, and Capital Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenda charge for financial advice?
Brenda's firm, Capital Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brenda Lee based?
Brenda Lee is based in Bellevue, Washington.
What credentials does Brenda Lee hold?
Brenda Lee holds the ChFC credential.
Is Brenda Lee registered with the SEC?
Yes. Brenda Lee is registered as an investment adviser representative in TX and WA (CRD 2280754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Planning manage?
Capital Planning reports $617.7M across 1,169 accounts in assets under management.
How do I contact Brenda Lee?
Through Brenda's website, capplanllc.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
- 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.