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Jared T Hoole

Advisor at Lakeside Financial Planning, LLC — Windham, NH

Updated today

Credentials

CFP®, Series 65

Experience

12 years

Location

Windham, NH

Lakeside Financial Planning, LLC logo

Lakeside Financial Planning, LLC

Independent

Total advisors

1

Clients per advisor

62 Very High

Avg AUM per client

$1,032,206 High

HNW client ratio

29% Typical

About

Jared Hoole is a CFP® and holds a Series 65 license, with 12 years of experience in financial planning. He is the principal advisor at Lakeside Financial Planning, LLC, where he has worked since 2014. In addition to his financial advisory role, Jared is a tax manager at Bright Horizons Family Solutions, a company specializing in early education and employer-sponsored childcare. Lakeside Financial Planning, LLC is an independent, fee-only firm serving individuals, families, and small businesses. The firm manages approximately $64 million on a discretionary basis, providing comprehensive wealth management, investment management, and financial education through community seminars. Their investment approach includes tax-focused strategies and utilizes no-load mutual funds, ETFs, bonds, and cash equivalents.

Client services

Based on Lakeside Financial Planning, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Lakeside Financial Planning, LLC

General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial "Snapshot" Review ranges from $5,000 to $7,500 based on complexity.

Percentage

$0 - $1,000,000: Wealth Management: Not tiered, flat $10,000 annual fee for first $1M $1,000,000 - $3,000,000: Wealth Management: 0.80% annually on assets between $1M and $3M $3,000,000 - $5,000,000: Wealth Management: 0.60% annually on assets between $3M and $5M $5,000,000 - $10,000,000: Wealth Management: 0.40% annually on assets between $5M and $10M $10,000,000+: Wealth Management: 0.30% annually on assets over $10M $0 - $500,000: Investment Management: $5,000 annual flat fee for first $500,000 $500,000 - $1,000,000: Investment Management: 0.80% annually on assets between $500K and $1M $1,000,000 - $3,000,000: Investment Management: 0.75% annually on assets between $1M and $3M $3,000,000 - $5,000,000: Investment Management: 0.55% annually on assets between $3M and $5M $5,000,000 - $10,000,000: Investment Management: 0.35% annually on assets between $5M and $10M $10,000,000+: Investment Management: 0.25% annually on assets over $10M

Other

Account minimum: $200,000 for Investment Management services; $0 for Wealth Management (minimum annual fee is $10,000, but no minimum asset size explicitly stated) Minimum fee: Wealth Management: Minimum annual fee of $10,000; Investment Management: Minimum annual fee of $5,000 Fee-only: Fees are paid directly by clients; firm is fee-only and does not receive commissions.

Location

Windham, NH

Windham NH

Advisors at this office

1

Most active in

Massachusetts · New Hampshire

Work history

12 years of industry experience

Lakeside Financial Planning, LLC

2014 - Present • 12 years

Dorchester, MA

Bright Horizons Family Solutions

2012 - Present • 14 years

Watertown, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Eric C

Series 66

Salem, NH

Sooner Private Financial LLC

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Private / alternative investments Business exit / sale strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs
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David H

CFP®, CFA®, Series 66

Londonderry, NH

Applied Capital Management, LLC

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

General retirement planning General tax planning
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Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Options & derivatives strategies
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John S

CFP®, Series 65

Andover, MA

Sentry Financial Planning, LLC

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

General retirement planning Income planning Life insurance needs analysis General estate planning guidance College savings (529s, UTMA, etc.)
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Alicia D

Series 65

Nashua, NH

Nashua Capital Management LLC

Alicia Donahue is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds a Series 65 credential and previously served as principal at Nashua Capital Management LLC, an independent firm she led from 2012 until its operating assets were acquired in 2026. Nashua Capital Management LLC provided discretionary investment management and occasional financial planning to individuals and high net worth clients. The firm managed roughly $65 million in assets, focusing on long-term portfolios built around dividend-paying growth and value companies, using fundamental analysis and strategic asset allocation.

Wealth management General retirement planning Income planning
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Jeremy G

Series 63, Series 65

Salem, NH

Gassman Financial LLC

Jeremy Gassman is the sole advisor at Gassman Financial LLC in Salem, NH, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, LLC, and Informed Resources, Inc. Besides advisory services, he conducts commission-based insurance and annuity sales. Gassman Financial LLC provides wealth management to individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management along with financial planning and consulting. The firm pursues a long-term, low-turnover investment approach, building diversified portfolios based on clients’ goals, time horizons, and risk tolerances.

Wealth management
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