Samuel Lees
Lees Monsour Group · Shreveport, Louisiana
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.
Request an introduction to Samuel →
Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Lees Monsour Group |
|---|---|
| Based in | Shreveport, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $681.2M across 1,350 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 1491519 |
| Exams passed | Series 63 (1986) · Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.leesmonsourgroup.com |
How Samuel's firm compares
- Lees Monsour Group's average account is about $505,000, from its Form ADV (assets managed divided by 1,350 accounts).
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel 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 Samuel
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.
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
- Lees Monsour Group 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.