Lee Financial Corporation

Lee Financial Corporation at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 39 employees and 428 individual clients, 220 of them high net worth.
• Its average account is about $964,000 (assets it manages divided by its 1,745 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Lee Financial Corporation fees

Lee Financial Corporation doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Richard Lee

  BBA · CFA · CFP

Other fee-only firms in Dallas

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• Noto Financial Planning, LLC
• Optima Asset Management, Inc.

Fee-only advisors in Texas