UBS Financial Services
47yrs
Top advisor by experience in Plano
3yrs
Ryan Lee
Financial advisor at Commonwealth Financial Network
Ryan Lee is a fiduciary financial advisor in Plano, Texas, with 3 years in the industry. Ryan joined Commonwealth Financial Network in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2805 N. Dallas Parkway. Suite 100, Plano, TX 75093
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment 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 66Uniform Combined State Law Examination
Career
- 2023 – nowCommonwealth Financial NetworkCurrent firm
Contact Ryan
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Ryan. 2805 N. Dallas Parkway. Suite 100Plano, TX 75093Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Ryan Lee. Ryan works from the Plano, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Ryan 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
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
SFMG Wealth Advisors
45yrs
Top advisor by experience at SFMG Wealth Advisors