Peter Lee
Advisor at Alongside, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alongside, LLC
Location
Mill Creek, WA 98012
Credentials
CFP®, ChFC®, Series 66
Industry experience
20 years
About
Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.
Client services
Based on Alongside, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Core financial planning limited engagements: up to $5,000 max; ongoing financial planning: up to $75,000 annually max; advanced planning: up to $75,000 max; fees negotiated per client
Maximum 1.65% annually, negotiable based on account size, complexity, and other factors
Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation possible through affiliated broker-dealer Oakwood Capital Securities, Inc.
Fractional family office services: standard $2,500 to $10,000 per month plus $2,500 onboarding fee; premium $5,500 to $30,000 per month plus $5,500 onboarding fee
Account minimum: $25,000
Location
15117 Main St, Ste 207 A
Mill Creek, WA 98012
Most active in
Peter L has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Alongside, LLC
2025 - Present (1 year)
Oakwood Capital Securities, Inc.
2025 - 2025 (1 year)
Thrivent Investment Management Inc
2024 - 2025 (1 year)
Thrivent Advisor Network, LLC
2020 - 2025 (5 years)
Purshe Kaplan Sterling Investments, Inc.
2020 - 2024 (4 years)
Thrivent Financial for Lutherans
2006 - 2020 (14 years)
Thrivent Investment Management inc
2006 - 2020 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Seattle, WA
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