Michael Marchetti
Lakeview Financial Planning · Shirley, Massachusetts
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.
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Specialties
Who they serve
- High earners
Facts
| Firm | Lakeview Financial Planning |
|---|---|
| Based in | Shirley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.7M across 10 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6485909 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lakeviewplanning.com |
How Michael's firm compares
- Lakeview Financial Planning's average account is about $270,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Michael
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.
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
- Lakeview Financial 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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