Advisor at Lake Park Advisors
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Firm
Lake Park Advisors
Location
Johnson City, TN 37615
Credentials
Series 65
Industry experience
10 years
Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.
Based on Lake Park Advisors
Up to $6,000 for financial planning (negotiable fixed fee)
1.0% annually
$175 per hour (negotiable based on complexity) for qualified plan consulting
Account minimum: $50,000
4718 Lake Park Drive, Suite 1
Johnson City, TN 37615
Tennessee · Texas
Eddy, CPA
2018 - Present (8 years)
RICHARD E. EDDY, CFP, LLC dba Financial Leadership
2016 - Present (10 years)
RICHARD E. EDDY, CFP, LLC dba Financial Leadership
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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WorthWhile Wealth Council
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