Brian Lee
Seven Post Investment Office · San Francisco, California
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.
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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 | $9.61B across 249 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5459462 |
| Exams passed | Series 66 (2008) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.sevenpost.com |
How Brian's firm compares
- Seven Post Investment Office's average account is about $38.6 million, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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.
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