# Lakeside Planning

> Lakeside Planning is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 311120
- Filed as: LAKESIDE PLANNING
- Legal name: Lakeside Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311120
- AdvisorCensus page: https://advisorcensus.com/firm/lakeside-planning-311120

## Quick answers

**How is Lakeside Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Lakeside Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Is Lakeside Planning registered with the SEC or a state?**
Lakeside Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311120.

**How much does Lakeside Planning manage?**
Lakeside Planning reports $11,417,631 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Lakeside Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (2).

**Does Lakeside Planning 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/311120

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,417,631
- Discretionary: $11,417,631
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $716,199 |
| High net worth individuals | 2 | $10,701,432 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakesideplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeside Planning (CRD 311120): Form ADV filing data as of October 2026.