Lee Stennes
Advisor at AFS Wealth Management LLC — Watkinsville, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Watkinsville, GA 30677
AFS Wealth Management LLC
Supported
Total advisors
3Clients per advisor
13 Very LowAvg AUM per client
$627,521 TypicalHNW client ratio
28% TypicalLee Stennes is a financial advisor at AFS Wealth Management LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at MPWM Advisory Solutions LLC, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a member of a private membership club and workspace, The Golf Club Oconee, in Watkinsville, GA. AFS Wealth Management LLC is a small SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning using a combination of analytical approaches and provides both discretionary and non-discretionary management tailored to client risk tolerances.
Based on AFS Wealth Management LLC
Based on AFS Wealth Management LLC
Fixed fees between $500 and $10,000 for financial planning services
$0 - $400,000: 1.50% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Commission-based compensation earned by licensed insurance agents for selling insurance products; commissions are separate and in addition to advisory fees
Hourly fees between $100 and $300 per hour for financial planning
Fee-only: Fixed fees between $500 and $10,000; hourly fees between $100 and $300 per hour for financial planning
Watkinsville, GA
3651 Mars Hill Rd Suite 700
Watkinsville GA 30677
Advisors at this office
3
Georgia
16 years of industry experience
AFS Wealth Management LLC
2025 - Present • 1 year
Watkinsville, GA
MPWM Advisory Solutions LLC
2020 - 2025 • 5 years
Bogart, GA
LPL Financial
2020 - 2025 • 5 years
Bogart, GA
Wells Fargo Clearing
2016 - 2020 • 4 years
Atlanta, GA
Wells Fargo Clearing Services, LLC
2016 - 2020 • 4 years
Buford, GA
WELLS FARGO Advisors, LLC
2016 - 2020 • 4 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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