Ben Lee Financial
Ben Lee, CFP, CCS
CFP / CCS
Pricing
What they charge
- DIY free
- Assisted $1,000
- Individual $2,500
- Household $3,000
- Corporate $6,000
- retainer ~50% of plan fee
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
No minimum
Coverage
Calgary, Alberta · Virtual across Canada (excl. Quebec)
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Ben Lee Financial
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Retirement / financial independence; business owners
What's included
Services
Retirement & financial independence planning, tax-efficient strategies, scenario/stress-testing, CPP/OAS timing
Work with Ben Lee Financial
Advice-only and commission-free, CFP / CCS
Independently listed in our fee-only directory. Last checked June 2026.
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