{
  "crd_number": 121803,
  "slug": "lee-financial-group-inc-columbia-md-121803",
  "primary_business_name": "LEE FINANCIAL GROUP, INC.",
  "legal_name": "LEE FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Columbia",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1991-03-05",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD"
  ],
  "websites": [
    "https://wagenerlee.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121803",
  "city_as_filed": "COLUMBIA",
  "url": "https://advisorcensus.com/firm/lee-financial-group-inc-columbia-md-121803",
  "display_name": "Lee Financial Group, Inc.",
  "summary": "Lee Financial Group, Inc. is a state-registered investment advisory firm in Columbia, MD, registered since 1991, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Lee Financial Group, Inc. (CRD 121803): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Lee Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lee Financial Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Lee Financial Group, Inc. located?",
      "a": "Lee Financial Group, Inc.'s principal office is in Columbia, MD, according to its Form ADV."
    },
    {
      "q": "Is Lee Financial Group, Inc. registered with the SEC or a state?",
      "a": "Lee Financial Group, Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 121803."
    },
    {
      "q": "Does Lee Financial Group, Inc. report any disciplinary disclosures?",
      "a": "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/121803"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lee-financial-group-inc-columbia-md-121803.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121803",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}