# Lee Financial Group, Inc.

> 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.

- CRD: 121803
- Filed as: LEE FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbia, MD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121803
- AdvisorCensus page: https://advisorcensus.com/firm/lee-financial-group-inc-columbia-md-121803

## Quick answers

**How is Lee Financial Group, Inc. compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Lee Financial Group, Inc. registered with the SEC or a state?**
Lee Financial Group, Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 121803.

**Does Lee Financial Group, 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/121803

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1991 (35 years)
- Employees: 1 total, 1 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)
- wagenerlee.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lee Financial Group, Inc. (CRD 121803): Form ADV filing data as of October 2026.