Lee Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,250⁠-⁠$5,000

“Ongoing Financial Planning Ongoing Financial Planning consists of a one-time charge of $1,250 – $5,000, billed upon completion of the plan and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $1,250 – $5,000 per quarter.”

Quarterly fee

$1,250⁠-⁠$5,000/qtr

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 Group bills

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

• “Alternatively, Clients may choose to pay by check, electronic funds transfer or debit/credit card.”
• “Engagements initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “This service may be terminated with written notice at least 30 calendar days in advance.”

How Lee Financial Group’s fees compare

• Its flat or project fee of $1,250-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.

About Lee Financial Group

• Principal: Austin Lee
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,225,511

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319537

Website

leefinancialgrp.com (opens in new tab)

Phone

(949) 214-4873

Other planners in Ladera Ranch that publish fees

• Alpha Strategies Investment ConsultingLadera Ranch$650/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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