Firm
Lee-Way Financial
Hattiesburg, Mississippi
Fee-only
Lee-Way Financial at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 103 individual clients, 46 of them high net worth.
- Its average account is about $614,000 (assets it manages divided by its 215 accounts).
Facts
| Based in | Hattiesburg, Mississippi |
|---|---|
| Website | leewayfinancial.com |
| Phone | (917) 952-4262 |
Lee-Way Financial fees
Lee-Way Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $132 million |
| Individual clients | 57 |
| High-net-worth clients | 46 |
| Accounts managed | 215 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135765) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 113983 |