Lakeline Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakeline Financial provides investment management and comprehensive financial planning services for individual and high-net-worth clients, offering ongoing planning, limited-scope hourly engagements, and implementation assistance across traditional asset classes such as stocks, bonds, mutual funds, and ETFs. The firm also addresses business-owner needs through business planning and employee benefits optimization as part of its planning services.
The firm’s investment approach draws on modern portfolio theory and uses both passive and active strategies, supported by fundamental and technical analysis to construct and manage portfolios consistent with each client’s risk tolerance and objectives. It manages accounts on a discretionary basis when engaged and explicitly excludes Alternative Investments and Cryptocurrency from its advice.
Notably, Lakeline Financial is a fee-only adviser that does not charge clients a percentage-of-assets model—a structure that is uncommon among peers—and it does not accept commissions or performance-based compensation. The firm is newly formed and currently reports no client assets, and it requires clients to establish accounts with a specified custodian as part of its operating practices.
Client services
Expertise
Fee options
Annual flat fees ranging from $1,000 to $25,000 for financial planning and investment management services.
Hourly financial planning rate of $275 per hour; fees are negotiable and agreed upon in contract.
Account minimum: $50,000 Minimum fee: Flat fee range from $1,000 to $25,000 annually, negotiable based on client complexity and resources required. Fee-only: Fee-only firm; all compensation is from clients; no commissions or sales-based fees.
Main office
Cedar Park TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Lakeline Financial · Lakeline Financial 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 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.
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