# Andrew Mickley

> Andrew Mickley is a fee-only financial advisor at Lakeside Planning in Macungie, Pennsylvania. Andrew charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on tax planning and student loans.

Page: https://find.wellspent.co/advisors/andrew-mickley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lakeside Planning
- **Based in:** Macungie, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year
- **Assets under management (firm):** $11.4M across 67 accounts
- **Specialties:** Tax planning, Student loans
- **Works with:** High earners, Early-career professionals
- **CRD:** 6768020 (https://adviserinfo.sec.gov/individual/summary/6768020)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.lakesideplanning.com

## Frequently asked questions

### Is Andrew Mickley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Lakeside Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets and an ongoing planning fee.

### How much does Andrew charge?

According to Lakeside Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.

### Where is Andrew Mickley based?

Andrew Mickley is based in Macungie, Pennsylvania.

### What does Andrew specialize in?

Andrew's specialties include tax planning and student loans. Andrew works with high earners and early-career professionals.

### Is Andrew Mickley registered with the SEC?

Yes. Andrew Mickley is registered as an investment adviser representative in PA and TX (CRD 6768020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakeside Planning manage?

Lakeside Planning reports $11.4M across 67 accounts in assets under management.

### How do I contact Andrew Mickley?

Through Andrew's website, www.lakesideplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6768020): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lakesideplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.