# Sarah Lee

> Sarah Lee is a fee-only financial advisor at Holcombe Financial in Atlanta, Georgia. Sarah focuses on retirement planning, estate & legacy planning and tax planning. Holcombe Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sarah-lee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Holcombe Financial
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $451.6M across 722 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders, Executives
- **CRD:** 4487934 (https://adviserinfo.sec.gov/individual/summary/4487934)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2002), Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.holcombefinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Holcombe Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sarah charge for financial advice?

Sarah's firm, Holcombe Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Sarah Lee based?

Sarah Lee is based in Atlanta, Georgia.

### What does Sarah specialize in?

Sarah's specialties include retirement planning, estate & legacy planning and tax planning. Sarah works with founders and executives.

### Is Sarah Lee registered with the SEC?

Yes. Sarah Lee is registered as an investment adviser representative in GA (CRD 4487934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Holcombe Financial manage?

Holcombe Financial reports $451.6M across 722 accounts in assets under management.

### How do I contact Sarah Lee?

Through Sarah's website, www.holcombefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4487934): 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.holcombefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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