Stephen
Lee
Polaris Wealth Advisory Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Lee is a certified financial planner who works in Costa Mesa, California. Lee is an advisor for Polaris Wealth Advisory Group. Lee has gained experience at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Bancwest Investment Services, Bank Of The West, Mercer Global Advisors Inc, Mariner Wealth Advisors and Empirical Wealth Management. Lee has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in California, Illinois, Michigan and Texas. Polaris Wealth Advisory Group is an advisory company that has its headquarters in San Rafael, CA. The investment advisory business has offices in seven locations and a total of 36 financial advisors. It handles $2 billion in total assets among its 4,317 accounts, making it one of the largest firms in the nation by assets under management. Of its 4,317 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the type of financial services. Fee types charged by Polaris Wealth Advisory Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Polaris Wealth Advisory Group Brokerage Details
$1,508,968,850
36
4,317
$349,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Lee Work History
Stephen has been registered as a financial advisor for 0 years.*
Mariner Wealth Advisors
Mercer Global Advisors Inc
Bancwest Investment Services
Bank Of The West
Empirical Wealth Management
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polaris Wealth Advisory Group
Houston, TX
San Rafael, CA
Costa Mesa, CA
Chicago, IL
Troy, MI
San Rafael, CA
Costa Mesa, CA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
