CFP

Gary Lee

41 Years of Experience

Spokane, WA

1 Disclosure

Gary Lee is a CFP-designated registered investment advisor at Long View Financial Services, INC, based in Spokane, WA, with 41 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 77 clients with $46M in assets under management.

Long View Financial Services, INC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

77 clients

Average Client Portfolio

$600K average

Assets Under Management

$46.2M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	0.80%

Fees are negotiable for assets over $1,500,000. Current client relationships may exist where the fees are somewhat lower than the fee schedule above.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Spokane, WA

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History

Regulatory History (1)

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Regulatory

January 2006

Final

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Other Business Activities

Gary is the President and Portfolio Manager at Long View Financial Services, Inc., a registered investment advisor, since 2006. He also serves as a board member for the Spokane Audubon Society since 2015.

Employment History

Current Registrations

Long View Financial Services, INC

November 2006 - Present · 19 yrs 5 mos

Previous Registrations

United Planners' Financial Services of America a Limited PartnerBroker

September 2006 - April 2025 · 18 yrs 7 mos

Beerbaum & Beerbaum, Financial & Insurance Services, INC

July 2006 - August 2006 · 1 mo

Beerbaum & Beerbaum, Financial and Insurance Services, INC.Broker

June 1987 - August 2006 · 19 yrs 2 mos

Mony Securities CORP.Broker

November 1985 - June 1987 · 1 yr 7 mos

John Hancock Distributors, INC.Broker

March 1984 - September 1985 · 1 yr 6 mos

State Registrations3 states

CATXWA

Advisor

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

No exam information available for this advisor.

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