Lee Financial Group, Inc.

Overview

Lee Financial Group, Inc. is a small, independent registered investment adviser that positions itself as a fee-for-service financial planning practice rather than a traditional asset manager. The firm offers financial planning services and charges fixed fees or hourly fees, indicating a focus on advice and plan development over discretionary portfolio management. It does not report activity as an active ESG investor, it is not a multi-state adviser, and it does not present itself as a capital allocator or pension consultant. The firm maintains industry relationships beyond the typical advisory role, including affiliations with another investment adviser, a law firm, and a real estate broker. Those connections suggest the practice coordinates with external professionals when clients require legal, transactional, or specialized investment support rather than building those capabilities in-house.

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Location & Offices