Bryan Lee is a CFP-designated registered investment advisor at Strategic Financial Planning, INC., based in Plano, TX, with 23 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Financial Planning & Coaching, and 5 more. Their firm serves 59 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The fee schedule is a guideline, and Strategic Financial Planning reserves the right to negotiate fees. Minimum fees are determined by services provided. In certain instances, due to this minimum fee, a client may be charged a fee that is greater than the industry norm.
Fee Estimator
Contact
Bryan Lee
Location
6513 Preston Rd., Suite 100, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bryan is a managing member of CH&W, LLC d/b/a Complete Health & Wellness, a chiropractic/wellness business, and spends minimal time reviewing and advising on its financial aspects. He is also a managing member of Brymor Development, LLC, a real estate holding company, and spends minimal time accepting rent payments, paying property taxes, and inspecting building condition.
Employment History
Current Registrations
Strategic Financial Planning, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Bryan is on the editorial review board of theJournal of Financial Planning, past president ofCITY House, anon-profit providing shelter and counseling to abused/neglected children, volunteer with thePrison Entrepreneurship Programas well as a Junior Achievement volunteer teacher. He has also served as President and then Chairman of the Board of Directors of the Dallas/Ft. Worth Chapter of the Financial Planning Association and taught continuing education courses at several local universities and colleges on personal finance.