# Samuel Lees

> Samuel Lees is a fee-only financial advisor at Lees Monsour Group in Shreveport, Louisiana. Samuel 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/samuel-lees-1491519/
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:** 1491519 (https://adviserinfo.sec.gov/individual/summary/1491519)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (1986), Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.leesmonsourgroup.com

## Frequently asked questions

### Is Samuel Lees a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?

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

### Where is Samuel Lees based?

Samuel Lees is based in Shreveport, Louisiana.

### What does Samuel specialize in?

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

### Is Samuel Lees registered with the SEC?

Yes. Samuel Lees is registered as an investment adviser representative in LA and TX (CRD 1491519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Samuel Lees?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1491519): 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.