Lee Jones
Tangent Retirement · Irvine, California
Lee Jones is a fee-only financial advisor at Tangent Retirement in Irvine, California. Lee charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on equity compensation, retirement planning and retirement with concentrated positions.
Request an introduction to Lee →
Specialties
Who they serve
- Tech employees
- Executives
- Founders
- Pre-retirees
Facts
| Firm | Tangent Retirement |
|---|---|
| Based in | Irvine, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Accepting new clients | Yes |
| Assets under management | $36.9M across 52 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4596168 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.tangentretirement.com |
Request an introduction to Lee
Tell Lee a little about what you're looking for. Lee isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lee
Is Lee Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Tangent Retirement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee charges a percentage of assets, a flat fee or retainer and hourly fees.
Where is Lee Jones based?
Lee Jones is based in Irvine, California.
What does Lee specialize in?
Lee's specialties include equity compensation, retirement planning, retirement with concentrated positions, small business owners, flat-fee planning and tax planning. Lee works with tech employees, executives, founders and pre-retirees.
Is Lee Jones registered with the SEC?
Yes. Lee Jones is registered as an investment adviser representative in CA (CRD 4596168), 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 Tangent Retirement manage?
Tangent Retirement reports $36.9M across 52 accounts in assets under management.
How do I contact Lee Jones?
Through Lee's website, www.tangentretirement.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
- Tangent Retirement 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.
See something wrong? Request a correction. Read our methodology.