# Lakeside Financial Planning, LLC

> Lakeside Financial Planning, LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 170716
- Filed as: LAKESIDE FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170716
- AdvisorCensus page: https://advisorcensus.com/firm/lakeside-financial-planning-llc-170716

## Quick answers

**How is Lakeside Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lakeside Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lakeside Financial Planning, LLC registered with the SEC or a state?**
Lakeside Financial Planning, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170716.

**How much does Lakeside Financial Planning, LLC manage?**
Lakeside Financial Planning, LLC reports $63,996,797 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**What types of clients does Lakeside Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (18).

**Does Lakeside Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170716

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $63,996,797
- Discretionary: $63,996,797
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $18,459,841 |
| High net worth individuals | 18 | $45,536,956 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakesidefinancialplan.com
- Facebook @lakeside-financial-planning-717579141634171
- X @HooleJared
- LinkedIn @lakeside-financial-planning-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeside Financial Planning, LLC (CRD 170716): Form ADV filing data as of October 2026.