Lee Christopher Mcgowan
CFP®Professional Summary
Lee Christopher Mcgowan, CFP®, who also goes by Lee Christopher Mcgows, is a registered financial advisor currently at MONUMENT GROUP WEALTH ADVISORS, LLC located in Concord, Massachusetts. Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lee has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Business Services
- Estate & Legacy Planning
- Tax Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
Biography
Lee has written articles and provided commentary for a number of publications including The Wall Street Journal, CNBC, The Boston Globe, The New York Times, Barron's, Investor's Business Daily, Journal of Financial Planning, Concord Journal, and Mystockoptions.com. He is a member of The National Association of Personal Financial Advisors (NAPFA), the CFA Institute, the Boston Estate Planning Council and the Financial Planning Association. Lee is a former member of the Journal of Financial Planning's Advisory...
Other Aliases
Lee Christopher Mcgows
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
MONUMENT FINANCIAL ADVISORS, LLC | MONUMENT GROUP WEALTH ADVISORS, LLC
Contact Information
Main Address
801 Main Street Suite 14, Concord, MA 01742Phone Number
(978) 369-7705# of Employees
7SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
702AUM (Assets Under Management)
$678,889,192Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2026 | Cover Page | Report |
| 11/20/2025 | Cover Page | Report |
| 09/18/2024 | Cover Page | Report |
| 01/02/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MONUMENT FINANCIAL ADVISORS, LLC | MONUMENT GROUP WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(10/13/2010)
(5/24/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lee Christopher Mcgowan's CRS (Customer Relationship Summary).
Services Offered by Lee
- Financial Planning
- Business Services
- Estate & Legacy Planning
- Tax Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
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