Lakeline Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Clients per advisor
0
Very LowAverage account size
—
About
Lakeline Financial provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients, delivering written financial plans, ongoing plan monitoring, and one-time hourly engagements. Its advisory services cover a broad range of planning topics including business planning, employee benefits optimization, tax and estate planning, investment analysis, and retirement planning.
The firm’s investment approach is grounded in modern portfolio theory and incorporates both fundamental and technical analysis to build diversified portfolios using stocks, bonds, mutual funds, and ETFs. Portfolios are managed to align with each client’s stated objectives and risk tolerance, with the adviser granted limited discretionary trading authority and clients able to impose reasonable written restrictions.
Notably, Lakeline Financial is fee-only and does not charge percentage-of-assets-under-management fees, an uncommon billing practice among peers in its category. The firm was recently formed and reported no assets under management at the time of filing; it also requires clients to custody assets at a single institutional custodian and excludes alternative investments and cryptocurrencies from its offerings.
Client services
Expertise
Fee options
Annual flat fee range of $1,000 to $25,000 for financial planning and investment management services
Hourly financial planning rate of $275 per hour, negotiable
Account minimum: $50,000 Minimum fee: Annual flat fee ranging from $1,000 to $25,000, negotiable and prorated, paid quarterly in arrears Fee-only: Flat annual fees for financial planning and investment management services; hourly fees for hourly financial planning
Main office location
Lakeline Financial
Cedar Park TX, United States
Number of offices
1
Most active in
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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