J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
22yrs
Sam Lee
Financial advisor at Aspiriant
Based in Los Angeles, California, Sam Lee is a fiduciary financial advisor with 22 years of industry experience. Sam has been with Aspiriant since 2008; before that, Sam spent three years at KFQ Investment Advisors. Aspiriant offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in Los Angeles
Office11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025
FirmAspiriant
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$7.3 million
Advisors at the firm73
States licensed ?2 states
Services through Aspiriant
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2008 – nowAspiriant, LLCCurrent firm
- 2005 – 2008KFQ Investment Advisors LLCPreviously
Contact Sam
(310) 806-4000Aspiriant main office 11100 Santa Monica Blvd Suite 500Los Angeles, CA 90025Office · Get directions Firm websitewww.aspiriant.com
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Questions to ask Sam
Tailored to Sam’s registration and firm.
- 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
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About Sam
How do I contact Sam?
Call Aspiriant at (310) 806-4000 and ask for Sam Lee. Sam works from the Los Angeles, CA office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2005, about 22 years. More experience than 66% of advisors in Los Angeles.
What licenses does Sam hold?
Series 65. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Aspiriant reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sam 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.
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