# Lakeview Financial Planning

> Lakeview Financial Planning is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 2, 2023.

- CRD: 289377
- Filed as: LAKEVIEW FINANCIAL PLANNING
- Legal name: Lakeview Financial Planning, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: October 2, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289377
- AdvisorCensus page: https://advisorcensus.com/firm/lakeview-financial-planning-289377

## Quick answers

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

**Is Lakeview Financial Planning registered with the SEC or a state?**
Lakeview Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289377.

**How much does Lakeview Financial Planning manage?**
Lakeview Financial Planning reports $2,700,000 in regulatory assets under management in its Form ADV filing dated October 2, 2023 (100% discretionary).

**What types of clients does Lakeview Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Lakeview Financial 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/289377

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,700,000
- Discretionary: $2,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $150,000 |
| High net worth individuals | 2 | $2,550,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeview Financial Planning (CRD 289377): Form ADV filing data as of October 2026.