# Bryan Lee

> Bryan Lee is a fee-only financial advisor at Strategic Financial Planning, Inc. in Plano, Texas, who holds the CFP and MBA credentials. Bryan focuses on retirement planning, tax planning and estate & legacy planning. Strategic Financial Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bryan-lee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Strategic Financial Planning, Inc.
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $220.6M across 566 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 2444953 (https://adviserinfo.sec.gov/individual/summary/2444953)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 66 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://strategicfp.com

## Frequently asked questions

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

Yes. Bryan Lee is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.

### How does Bryan charge for financial advice?

Bryan's firm, Strategic Financial Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bryan Lee based?

Bryan Lee is based in Plano, Texas.

### What does Bryan specialize in?

Bryan's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Bryan Lee hold?

Bryan Lee holds the CFP and MBA credentials.

### Is Bryan Lee registered with the SEC?

Yes. Bryan Lee is registered as an investment adviser representative in TX (CRD 2444953), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Strategic Financial Planning, Inc. manage?

Strategic Financial Planning, Inc. reports $220.6M across 566 accounts in assets under management.

### How do I contact Bryan Lee?

Through Bryan's website, strategicfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3961): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://strategicfp.com/): specialties, clients served, and fees, checked October 28, 2026

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