Lee Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Lee Financial Group provides individualized financial planning and investment advice, with services described to include portfolio analysis, retirement planning, employee benefits, estate, insurance and tax planning. The brochure states the firm’s planning work is geared toward individuals and families, including high‑net‑worth clients, trusts, estates and charitable organizations, and also offers discrete consultation on topics such as business planning and portfolio structure.
The firm’s client process begins with a complimentary consultation, collection of financial information and a written financial plan; methods of analysis disclosed include fundamental, technical and cyclical analysis and recommended instruments may include mutual funds, stocks, bonds, ETFs, closed‑end funds and separately managed accounts. Lee Financial Group does not provide discretionary asset management, wrap‑fee programs, or performance‑based fee arrangements; instead it offers planning on hourly and fixed‑fee terms and leaves implementation to clients or to brokerage/advisory channels.
Noteworthy for this firm are affiliations and activities that are statistically uncommon for firms in this category: the principal also practices law and operates a real‑estate brokerage business, and the firm’s advisory representatives are dually registered with a broker/dealer and an SEC‑registered adviser. The brochure discloses that these non‑investment activities and the potential to earn commissions or referral fees from affiliated legal, real‑estate or brokerage channels are potential conflicts of interest that the firm identifies and says clients may decline or implement through other providers.
Client services
Financial planning
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Fixed fees range from $500 to $10,000 for comprehensive financial plans.
Advisory Representatives may receive commissions for securities and insurance products purchased through RJFS; commissions are in addition to advisory fees.
Hourly fees range from $150 to $350 per hour with a $500 minimum.
Fee-only: Hourly fees range from $150 to $350 per hour with a $500 minimum; Fixed fees range from $500 to $10,000 for comprehensive financial plans.
Main office location
Lee Financial Group, Inc.
5950 Symphony Woods Road, Suite 412
Columbia MD 21044, United States
Number of offices
1
Most active in
Lee Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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