Richard Lee
Lee Financial Corporation · Dallas, Texas
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.
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Facts
| Firm | Lee Financial Corporation |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.68B across 1,745 accounts |
| Credentials | BBA · CFA · CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 305422 |
| Firm size | 39 employees |
| Disclosures | Reported; see the SEC record |
| Website | leefin.com |
| Profile |
How Richard's firm compares
- Lee Financial Corporation's average account is about $964,000, from its Form ADV (assets managed divided by 1,745 accounts).
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Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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