# Jared Hoole

> Jared Hoole is a fee-only financial advisor at Lakeside Financial Planning, LLC in Windham, New Hampshire, who holds the CFP and MST credentials. Jared charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $5,000) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jared-hoole/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lakeside Financial Planning, LLC
- **Based in:** Windham, New Hampshire
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $5,000; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $64.0M across 178 accounts
- **Credentials:** CFP, MST
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners
- **CRD:** 4640148 (https://adviserinfo.sec.gov/individual/summary/4640148)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://lakesidefinancialplan.com

## Frequently asked questions

### Is Jared Hoole a fee-only financial advisor?

Yes. Jared Hoole is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jared's firm.

### How does Jared charge for financial advice?

Jared charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jared charge?

According to Lakeside Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $5,000; typically works with clients with $1,000,000 or more.

### Where is Jared Hoole based?

Jared Hoole is based in Windham, New Hampshire.

### What does Jared specialize in?

Jared's specialties include retirement planning, tax planning and estate & legacy planning. Jared works with high earners.

### What credentials does Jared Hoole hold?

Jared Hoole holds the CFP and MST credentials.

### Is Jared Hoole registered with the SEC?

Yes. Jared Hoole is registered as an investment adviser representative in MA and NH (CRD 4640148), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lakeside Financial Planning, LLC manage?

Lakeside Financial Planning, LLC reports $64.0M across 178 accounts in assets under management.

### How do I contact Jared Hoole?

Through Jared's website, lakesidefinancialplan.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7521): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lakesidefinancialplan.com/): specialties, clients served, and fees, checked October 28, 2026

---

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