Advisor at Lakeside Financial Planning, LLC
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Firm
Lakeside Financial Planning, LLC
Location
Windham, NH
Credentials
CFP®, Series 65
Industry experience
12 years
Jared Hoole is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Lakeside Financial Planning, LLC in Windham, NH. He has worked at Lakeside Financial Planning since 2014 and also holds a position as Tax Manager at Bright Horizons Family Solutions, a provider of early education and employer-sponsored child care services. Lakeside Financial Planning is a fee-only, registered investment adviser that offers comprehensive financial planning and discretionary investment management to individuals, families, and small-business clients. The firm customizes advice and portfolios based on clients’ objectives, tax situations, risk tolerance, and time horizons, and provides services such as ongoing wealth management, retirement-plan advisory, and financial snapshot reviews.
Based on Lakeside Financial Planning, LLC
Based on Lakeside Financial Planning, LLC
Financial "Snapshot" Review fees range from $5,000 to $7,500 based on complexity.
$0 - $1,000,000: Wealth Management: Flat $10,000 annually $1,000,001 - $3,000,000: Wealth Management: 0.60% annually $3,000,001 - $5,000,000: Wealth Management: 0.40% annually $5,000,001+: Wealth Management: 0.30% annually $0 - $500,000: Investment Management: Flat $5,000 annually $500,001 - $3,000,000: Investment Management: 0.60% annually $3,000,001 - $5,000,000: Investment Management: 0.40% annually $5,000,001+: Investment Management: 0.30% annually $0 - $100,000: Retirement Plans: 1.50% $100,001 - $500,000: Retirement Plans: 1.00% $500,001 - $1,000,000: Retirement Plans: 0.80% $1,000,001 - $3,000,000: Retirement Plans: 0.50% $3,000,001+: Retirement Plans: 0.25%
Account minimum: $200,000 Minimum fee: Minimum annual fee of $10,000 for Wealth Management contracts dated January 1, 2023 or thereafter; Minimum annual fee of $5,000 for Investment Management for first $500,000 assets Fee-only: Fee-only advisory firm; does not accept commissions or referral fees.
Windham, NH
Massachusetts · New Hampshire
Lakeside Financial Planning, LLC
2014 - Present (12 years)
Bright Horizons Family Solutions
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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