Connie Lee
Lakeridge Wealth Management · Albuquerque, New Mexico
Connie Lee is a fee-only financial advisor at Lakeridge Wealth Management in Albuquerque, New Mexico, who holds the CFP and CFA credentials. Connie focuses on physicians & residents, retirement planning and tax planning. Lakeridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Lakeridge Wealth Management |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $805.4M across 2,706 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NM · CRD 8156598 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | doctorsfinancialresource.com |
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Questions about Connie
Is Connie Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connie holds no broker registration, and Lakeridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connie charge for financial advice?
Connie's firm, Lakeridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Connie Lee based?
Connie Lee is based in Albuquerque, New Mexico.
What does Connie specialize in?
Connie's specialties include physicians & residents, retirement planning and tax planning. Connie works with physicians.
What credentials does Connie Lee hold?
Connie Lee holds the CFP and CFA credentials.
Is Connie Lee registered with the SEC?
Yes. Connie Lee is registered as an investment adviser representative in NM (CRD 8156598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lakeridge Wealth Management manage?
Lakeridge Wealth Management reports $805.4M across 2,706 accounts in assets under management.
How do I contact Connie Lee?
Through Connie's website, doctorsfinancialresource.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
- Lakeridge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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