Bryan Lee
Strategic Financial Planning, Inc. · Plano, Texas
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.
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Specialties
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 | $220.6M across 566 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 2444953 |
| Exams passed | Series 63 (1994) · Series 66 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | strategicfp.com |
How Bryan's firm compares
- Strategic Financial Planning, Inc.'s average account is about $390,000, from its Form ADV (assets managed divided by 566 accounts).
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Questions about Bryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Strategic Financial Planning, Inc. 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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