Lake Park Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,653,000
Total clients
86
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$251,779
About
Lake Park Advisors provides discretionary investment management, financial planning, and qualified-plan consulting primarily to individual and high‑net‑worth clients, and also works with corporations and business entities. The firm delivers tailored portfolio management, written investment policy/risk‑tolerance documentation, and periodic account reviews, and does not sell annuities or insurance products.
The firm’s investment process emphasizes fundamental analysis and individualized strategies based on each client’s objectives and time horizon, with quarterly reviews and more frequent monitoring when market conditions warrant. Lake Park Advisors uses third‑party custodians and service providers for execution and reporting and discloses that some vendors incorporate artificial intelligence and machine‑learning components, which the firm reviews as part of its vendor due diligence.
What distinguishes the firm from many peers is its close affiliation with an accounting and tax‑preparation practice: the firm’s principals spend roughly half of their time delivering CPA and tax services and may offer those services to advisory clients, with disclosures and procedures in place to mitigate conflicts of interest. The advisory team also combines CFP and CPA credentials and long professional experience, pairing investment management with in‑house tax and accounting capabilities not commonly offered by firms of its size.
Client services
Expertise
Fee options
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
Main office location
Lake Park Advisors
4718 Lake Park Drive, Suite 1
Johnson City TN 37615, United States
Number of offices
1
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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