Lakeside Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170716
- Website
- lakesidefinancialplan.com
- Custodians
- SECURITY CLEARING
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.16%
- Individuals28.84%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lakeside Financial Planning, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fees are charged as a percentage of assets under management and, in some cases, fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
1 of 1
Jared Hoole
PresidentCRD 4640148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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