Andrew Mickley
Lakeside Planning · Macungie, Pennsylvania
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.
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Specialties
Who they serve
- High earners
- Early-career professionals
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 | $11.4M across 67 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 6768020 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lakesideplanning.com |
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lakeside Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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