Jared T Hoole
Advisor at Lakeside Financial Planning, LLC — Windham, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
12 years
Location
Windham, NH
Lakeside Financial Planning, LLC
Independent
Total advisors
1Clients per advisor
62 Very HighAvg AUM per client
$1,032,206 HighHNW client ratio
29% TypicalJared 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.
Based on Lakeside Financial Planning, LLC
Based on Lakeside Financial Planning, LLC
Financial "Snapshot" Review ranges from $5,000 to $7,500 based on complexity.
$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
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.
Windham, NH
Windham NH
Advisors at this office
1
Massachusetts · New Hampshire
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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