# Lee Financial Associates, Inc.

> Lee Financial Associates, Inc. is a state-registered investment advisory firm in Ellicott City, MD, registered since 1991, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2026.

- CRD: 120725
- Filed as: LEE FINANCIAL ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ellicott City, MD
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120725
- AdvisorCensus page: https://advisorcensus.com/firm/lee-financial-associates-inc-ellicott-city-md-120725

## Quick answers

**How is Lee Financial Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lee Financial Associates, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lee Financial Associates, Inc. located?**
Lee Financial Associates, Inc.'s principal office is in Ellicott City, MD, according to its Form ADV.

**Is Lee Financial Associates, Inc. registered with the SEC or a state?**
Lee Financial Associates, Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 120725.

**Does Lee Financial Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120725

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1991 (34 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lfainc.com
- Facebook @LEE-FINANCIAL-ASSOCIATES
- LinkedIn @JEFF-LEE-75724471

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lee Financial Associates, Inc. (CRD 120725): Form ADV filing data as of October 2026.