# Michael Marchetti

> Michael Marchetti is a fee-only financial advisor at Lakeview Financial Planning in Shirley, Massachusetts. Michael focuses on retirement planning and small business owners. Lakeview Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lakeview Financial Planning
- **Based in:** Shirley, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.7M across 10 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** High earners
- **CRD:** 6485909 (https://adviserinfo.sec.gov/individual/summary/6485909)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.lakeviewplanning.com

## Frequently asked questions

### Is Michael Marchetti a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Lakeview Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Marchetti based?

Michael Marchetti is based in Shirley, Massachusetts.

### What does Michael specialize in?

Michael's specialties include retirement planning and small business owners. Michael works with high earners.

### Is Michael Marchetti registered with the SEC?

Yes. Michael Marchetti is registered as an investment adviser representative in MA (CRD 6485909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakeview Financial Planning manage?

Lakeview Financial Planning reports $2.7M across 10 accounts in assets under management.

### How do I contact Michael Marchetti?

Through Michael's website, www.lakeviewplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6485909): 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://lakeviewplanning.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.