# James Lee

> James Lee is a fee-only financial advisor at StratFI in Wilmington, Delaware, who holds the CFP credential. James charges a percentage of assets and hourly fees ($400 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/james-lee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StratFI
- **Based in:** Wilmington, Delaware
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $400 an hour; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $115.0M across 286 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2156828 (https://adviserinfo.sec.gov/individual/summary/2156828)
- **SEC registration:** Investment adviser representative in DE, TX
- **Exams passed:** Series 63 (1991), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.stratfi.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and StratFI 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 charges a percentage of assets and hourly fees.

### How much does James charge?

According to StratFI's website, checked October 30, 2026: $400 an hour; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is James Lee based?

James Lee is based in Wilmington, Delaware.

### What does James specialize in?

James's specialties include retirement planning. James works with retirees and pre-retirees.

### What credentials does James Lee hold?

James Lee holds the CFP credential.

### Is James Lee registered with the SEC?

Yes. James Lee is registered as an investment adviser representative in DE and TX (CRD 2156828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StratFI manage?

StratFI reports $115.0M across 286 accounts in assets under management.

### How do I contact James Lee?

Through James's website, www.stratfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2156828): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stratfi.com/): specialties, clients served, and fees, checked October 30, 2026

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