Sarah Lee
Holcombe Financial · Atlanta, Georgia
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.
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Specialties
Who they serve
- Founders
- Executives
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 | $451.6M across 722 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4487934 |
| Exams passed | Series 63 (2002) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.holcombefinancial.com |
| Profile |
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Questions about Sarah
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.
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
- Holcombe Financial 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.
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