Jared Hoole
Lakeside Financial Planning, LLC · Windham, New Hampshire
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.
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Specialties
Who they serve
- High earners
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 | $64.0M across 178 accounts |
| Credentials | CFP · MST |
| SEC registration | Investment adviser representative in MA, NH · CRD 4640148 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lakesidefinancialplan.com |
| Profile |
How Jared's firm compares
- Ongoing planning starts at $10,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the US median of $2,000 for fee-only firms that publish prices.
- Lakeside Financial Planning, LLC's average account is about $360,000, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lakeside Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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