Lakeside Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,417,631
Total clients
10
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,141,763
About
Lakeside Planning LLC is a state-registered independent advisory firm that serves individual clients, including high-net-worth individuals, with tailored investment management and a range of financial planning services. The firm provides discretionary portfolio management, may place clients with third‑party managers, and also offers project-based planning, tax return preparation facilitated via a third‑party tax firm, and employee benefit plan services.
The firm’s investment approach emphasizes passive portfolio construction informed by modern portfolio theory alongside fundamental analysis and oversight of outside managers; it uses custodial and advisory platforms referenced in its brochure, including Betterment and Schwab, and may employ algorithmic/model portfolio tools for some accounts. Comprehensive planning engagements produce written plans and ongoing reviews that integrate cash flow, tax, estate, and real‑estate (rental property) considerations as part of the client’s overall financial picture.
Noteworthy for a solo independent advisory practice, the firm conducts educational seminars and paid speaking engagements (with the option for pro‑bono presentations) and explicitly offers tax preparation and employee plan consulting, services that are less common among peers. The firm’s principal maintains a significant outside professional role, a structural detail prospective clients may wish to consider regarding advisor availability, and the firm’s billing framework references household net‑worth calculations that can include personal property and private‑business valuations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax-loss harvesting
Fee options
$0+: 0.50% of total household net worth for Ongoing Comprehensive Financial Planning & Investment Management $0+: 0.85% of assets under management for Standalone Investment Management using Betterment as a Third-Party Manager $0+: 0.50% of total plan assets for Employee Benefit Plan Services
$400 per hour for Project-Based Financial Planning with minimum 2 hours
Minimum fee: Minimum annual fee of $4,000 for Ongoing Comprehensive Financial Planning & Investment Management
Main office location
Lakeside Planning
Macungie PA, United States
Number of offices
1
Most active in
Lakeside Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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
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