James Lee
Lee-Kelleher-Klein Wealth Management · Ellicott City, Maryland
James Lee is a fee-only financial advisor at Lee-Kelleher-Klein Wealth Management in Ellicott City, Maryland. James focuses on retirement planning and sustainable & impact investing. Lee-Kelleher-Klein Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Lee-Kelleher-Klein Wealth Management |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $252.4M across 454 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 3057511 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lkkwealth.com |
| Profile |
How James's firm compares
- Lee-Kelleher-Klein Wealth Management's average account is about $556,000, from its Form ADV (assets managed divided by 454 accounts).
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Questions about James
Is James Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Lee-Kelleher-Klein Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Lee-Kelleher-Klein Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Lee based?
James Lee is based in Ellicott City, Maryland.
What does James specialize in?
James's specialties include retirement planning and sustainable & impact investing.
Is James Lee registered with the SEC?
Yes. James Lee is registered as an investment adviser representative in MD and TX (CRD 3057511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lee-Kelleher-Klein Wealth Management manage?
Lee-Kelleher-Klein Wealth Management reports $252.4M across 454 accounts in assets under management.
How do I contact James Lee?
Through James's website, www.lkkwealth.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
- Lee-Kelleher-Klein 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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