Lee Financial Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Type Advisory Fee Payable Fixed Fee $500 $1,500 Payable upon receipt of invoice and completion of the services specified in the advisory agreement with Lee Financial or as agreed to separately Hourly Fee $300 per hour Payable upon receipt of invoice and completion of the services specified in the advisory agreement…”

Flat or project fee

$500⁠-⁠$1,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lee Financial Associates, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees will be charged in arrears on a calendar quarterly basis and are based of the market value of the assets under management as of the last day of the quarter.”
• “Each of our Advisory Representatives negotiates their own management fee schedule; however, management fees charged by the Third-Party Advisory Service in connection with their services may not be negotiable.”
• “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.”

How Lee Financial Associates, Inc.’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Ellicott City that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the Maryland median of $4,335. 12% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 2 other planners in Ellicott City that publish a flat or project fee charge less.

About Lee Financial Associates, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 1991 (35 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

4

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120725

Website

lfainc.com (opens in new tab)

Phone

(410) 964-3000

Other planners in Ellicott City that publish fees

• Docshah Financial, LLCEllicott City$3,000⁠-⁠$8,000
• Hwa Financial GroupEllicott City$150⁠-⁠$250/hr
• Wealthwyzr, LLCEllicott City$500/hr, $6,000⁠-⁠$12,000
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr

Compare all 6 planners in Ellicott City