Journey Advisory Group
44yrs
Top advisor by experience in Covington
17yrs
Lee Ballinger is a fiduciary financial advisor in Covington, Kentucky, with 17 years in the industry. Lee joined Strategic Advisers in 2025, after five years at Fidelity Personal and Workplace Advisors. Lee holds the CFP® designation.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
Office100 Howe Drive, Covington, KY 41015
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2014Strategic Advisers LLCPreviously
- Aug 2009 – Jul 2010Strategic Advisers LLCPreviously
Questions to ask Lee
Tailored to Lee’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lee
How do I contact Lee?
Call Strategic Advisers at 617-563-7000 and ask for Lee Ballinger. Lee works from the Covington, KY office.
How long has Lee been a financial advisor?
Lee has been in the industry since 2009, about 17 years. Top 20% by experience at Strategic Advisers.
What licenses does Lee hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Lee a fiduciary?
Lee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lee paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Legacy Financial Advisors
42yrs
Top advisor by experience at Legacy Financial Advisors
Raymond James & Associates
41yrs
Top 1% by experience in Covington
Strategic Advisers
39yrs
Top 1% by experience at Strategic Advisers
Commonwealth Financial Network
38yrs
Top 1% by experience in Covington
Strategic Advisers
38yrs
Top 1% by experience at Strategic Advisers