# Brian Lee

> Brian Lee is a fee-only financial advisor at Seven Post Investment Office in San Francisco, California. Seven Post Investment Office reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-lee/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Seven Post Investment Office
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $9.61B across 249 accounts
- **CRD:** 5459462 (https://adviserinfo.sec.gov/individual/summary/5459462)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.sevenpost.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Seven Post Investment Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Seven Post Investment Office, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Brian Lee based?

Brian Lee is based in San Francisco, California.

### Is Brian Lee registered with the SEC?

Yes. Brian Lee is registered as an investment adviser representative in CA (CRD 5459462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seven Post Investment Office manage?

Seven Post Investment Office reports $9.61B across 249 accounts in assets under management.

### How do I contact Brian Lee?

Through Brian's website, www.sevenpost.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5459462): 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

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