# Richard Lee

> Richard Lee is a fee-only financial advisor at Lee Financial Corporation in Dallas, Texas, who holds the BBA, CFA and CFP credentials. Lee Financial Corporation reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-lee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lee Financial Corporation
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.68B across 1,745 accounts
- **Credentials:** BBA, CFA, CFP, MBA
- **CRD:** 305422 (https://adviserinfo.sec.gov/individual/summary/305422)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 39 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://leefin.com

## Frequently asked questions

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

Yes. Richard Lee is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Richard's firm.

### How does Richard charge for financial advice?

Richard's firm, Lee Financial Corporation, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Lee based?

Richard Lee is based in Dallas, Texas.

### What credentials does Richard Lee hold?

Richard Lee holds the BBA, CFA, CFP and MBA credentials.

### Is Richard Lee registered with the SEC?

Yes. Richard Lee is registered as an investment adviser representative in TX (CRD 305422), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lee Financial Corporation manage?

Lee Financial Corporation reports $1.68B across 1,745 accounts in assets under management.

### How do I contact Richard Lee?

Through Richard's website, leefin.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1333): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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