Martin Lee
Church Organizers Foundation · Mason, Michigan
Martin Lee is a fee-only financial advisor at Church Organizers Foundation in Mason, Michigan. Martin focuses on estate & legacy planning, tax planning and retirement planning. Church Organizers Foundation reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Church Organizers Foundation |
|---|---|
| Based in | Mason, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.6M across 51 accounts |
| SEC registration | Investment adviser representative in CA, MI · CRD 4024387 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.churchorganizers.org |
| Profile |
How Martin's firm compares
- Church Organizers Foundation's average account is about $169,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Martin
Is Martin Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Church Organizers Foundation reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Church Organizers Foundation, reports charging a percentage of assets on its SEC Form ADV.
Where is Martin Lee based?
Martin Lee is based in Mason, Michigan.
What does Martin specialize in?
Martin's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.
Is Martin Lee registered with the SEC?
Yes. Martin Lee is registered as an investment adviser representative in CA and MI (CRD 4024387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Church Organizers Foundation manage?
Church Organizers Foundation reports $8.6M across 51 accounts in assets under management.
How do I contact Martin Lee?
Through Martin's website, www.churchorganizers.org.
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
- Church Organizers Foundation 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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