PlannerFees

Lee Financial Group, Inc. fees and pricing

Financial planner in Columbia, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Lee Financial Group, Inc. charges $150⁠-⁠$450 an hour and a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

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

Hourly rate
$150⁠-⁠$450/hr
“Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Lee Financial Group, Inc. with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $450 per hour Payable as invoiced upon…”
Flat or project fee
$500⁠-⁠$10,000

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, Inc. bills

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

  • “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.”
  • “Consultation Service Consultations are billed at $150-$450 per hour, plus expenses.”
  • “Our fee is negotiable and due at the time of consultation.”

How Lee Financial Group, Inc.’s fees compare

  • Its hourly rate of $150-$450 spans the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Columbia that publish an hourly rate charge less.
  • Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 4 of the 6 other planners in Columbia that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lee Financial Group, Inc.

“We focus on portfolio analysis, retirement planning, employee benefits, as well as estate, insurance, and tax planning. Lee Financial Group, Inc. provides financial planning services based on your financial and tax status, age, risk tolerance and investment objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 1986 (40 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
121803
Website
wagenerlee.com (opens in new tab)
Phone
(443) 276-9595

Other planners in Columbia that publish fees

Compare all 9 planners in Columbia

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.