Lakeside Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only financial planning and investment advisory services primarily to individuals, families, and small businesses, managing roughly $64 million on a discretionary basis for a compact client base. Offerings include comprehensive wealth management, standalone investment management, limited “snapshot” reviews, and adult educational seminars delivered through a local community education program.
Investment decisions are typically discretionary and are structured around each client’s tax situation, risk tolerance, time horizon and personal goals, using no‑load mutual funds, ETFs, bonds and cash equivalents. The firm uses third‑party model portfolios and tax‑management tools via a model marketplace and also builds custom models, and conducts periodic (typically annual) account reviews.
Noteworthy features include the firm’s ongoing public seminars on general financial fitness — a service uncommon among independent peers — and a tax‑focused professional background that informs its planning and advice. The firm is fee‑only, affiliated with fee‑only professional organizations, and recently narrowed its service menu by removing small‑business retirement plan offerings to focus on individual and household advisory relationships.
Client services
Expertise
Fee options
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.
Main office
Windham NH
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
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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