# Jeffrey Monsour

> Jeffrey Monsour is a fee-only financial advisor at Lees Monsour Group in Shreveport, Louisiana. Jeffrey focuses on small business owners, founders (pre-exit) and estate & legacy planning. Lees Monsour Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lees Monsour Group
- **Based in:** Shreveport, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $681.2M across 1,350 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning
- **Works with:** Founders, Retirees
- **CRD:** 2483811 (https://adviserinfo.sec.gov/individual/summary/2483811)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (1996), Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.leesmonsourgroup.com

## Frequently asked questions

### Is Jeffrey Monsour a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Lees Monsour Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Lees Monsour Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Monsour based?

Jeffrey Monsour is based in Shreveport, Louisiana.

### What does Jeffrey specialize in?

Jeffrey's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Jeffrey works with founders and retirees.

### Is Jeffrey Monsour registered with the SEC?

Yes. Jeffrey Monsour is registered as an investment adviser representative in LA and TX (CRD 2483811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lees Monsour Group manage?

Lees Monsour Group reports $681.2M across 1,350 accounts in assets under management.

### How do I contact Jeffrey Monsour?

Through Jeffrey's website, www.leesmonsourgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2483811): 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.leesmonsourgroup.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.