Lake Park Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lake Park Advisors provides discretionary investment management, financial planning, and qualified-plan consulting primarily to individual and high‑net‑worth clients, and also works with corporations and business entities. The firm delivers tailored portfolio management, written investment policy/risk‑tolerance documentation, and periodic account reviews, and does not sell annuities or insurance products.
The firm’s investment process emphasizes fundamental analysis and individualized strategies based on each client’s objectives and time horizon, with quarterly reviews and more frequent monitoring when market conditions warrant. Lake Park Advisors uses third‑party custodians and service providers for execution and reporting and discloses that some vendors incorporate artificial intelligence and machine‑learning components, which the firm reviews as part of its vendor due diligence.
What distinguishes the firm from many peers is its close affiliation with an accounting and tax‑preparation practice: the firm’s principals spend roughly half of their time delivering CPA and tax services and may offer those services to advisory clients, with disclosures and procedures in place to mitigate conflicts of interest. The advisory team also combines CFP and CPA credentials and long professional experience, pairing investment management with in‑house tax and accounting capabilities not commonly offered by firms of its size.
Client services
Expertise
Fee options
Up to $6,000 for financial planning (negotiable fixed fee)
1.0% annually
$175 per hour (negotiable based on complexity) for qualified plan consulting
Account minimum: $50,000
Main office
4718 Lake Park Drive, Suite 1
Johnson City TN 37615
Advisors at this office
2
Most active in
Tennessee · Texas
Also doing business as
Eddy, Richard E., Cfp, LLC · Financial Leadership · Lake Park Advisors · Richard E. Eddy, Cfp, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Austin R
Series 65
Johnson City, TN
Lake Park Advisors
Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.
Richard E
CFP®, Series 63, Series 65
Johnson City, TN
Lake Park Advisors
Richard Eddy is a CFP® with 11 years of industry experience and a partner at Lake Park Advisors in Johnson City, TN. He also co-owns an accounting and tax-preparation firm, Eddy, CPA, and serves as a member of the finance committee at First United Methodist Church. Lake Park Advisors provides discretionary investment management, financial planning, and qualified-plan consulting primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and individualized strategies, and its principals integrate CPA and tax services with investment management.
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