Lakeside Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,996,797
Total clients
62
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$1,032,206
About
Lakeside Financial Planning is a fee-only advisory firm that works primarily with individuals, families, and small businesses to provide comprehensive financial planning and discretionary investment management. Offerings span ongoing wealth management, standalone investment management, retirement plan advisory, and shorter financial “snapshot” reviews.
The firm structures advice around each client’s tax situation, risk tolerance, time horizon and personal objectives, and implements portfolios using no-load mutual funds, ETFs, bonds and other liquid investments. It also uses a digital model marketplace and tax-management tools to construct and monitor portfolios, and may recommend independent sub-advisors for certain retirement-plan relationships.
Compared with many solo independent advisors, Lakeside provides adult educational seminars through a local community education program and charges for these workshops, an uncommon service among peers. The firm also maintains memberships in fee-only advisor networks and relies on a technology-enabled custody and model-platform arrangement to support portfolio implementation.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
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.
Main office location
Lakeside Financial Planning, LLC
Windham NH, United States
Number of offices
2
Most active in
Lakeside Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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