Firm
Lee Financial Group LLC
Ladera Ranch, California
Fee-only
Lee Financial Group LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $102,000 (assets it manages divided by its 12 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Ladera Ranch, California |
|---|---|
| Website | leefinancialgrp.com |
| [email protected] | |
| Phone | (949) 214-4873 |
Lee Financial Group LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"The standard fee for financial planning for individuals is $4,000 per year, with the option to pay via quarterly payments of $1,000." source
"the first million under management will be charged an annual fee rate of 1.00%." source
"The standard fee for financial planning for individuals is $4,000 per year, with the option to pay via quarterly payments of $1,000." source
"Our investment management fee is paid quarterly based on assets under management (AUM) at the end of each quarter." source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 14 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 319537 |