# Miki Okamoto-Swanson

> Miki Okamoto-Swanson is a fee-only financial advisor at Lakeside Advisors in Seattle, Washington, who holds the CFA credential. Lakeside Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/miki-okamoto-swanson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lakeside Advisors
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $412.2M across 517 accounts
- **Credentials:** CFA
- **CRD:** 5870077 (https://adviserinfo.sec.gov/individual/summary/5870077)
- **SEC registration:** Investment adviser representative in WA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.lakesideadvisors.com

## Frequently asked questions

### Is Miki Okamoto-Swanson a fee-only financial advisor?

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

### How does Miki charge for financial advice?

Miki's firm, Lakeside Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Miki Okamoto-Swanson based?

Miki Okamoto-Swanson is based in Seattle, Washington.

### What credentials does Miki Okamoto-Swanson hold?

Miki Okamoto-Swanson holds the CFA credential.

### Is Miki Okamoto-Swanson registered with the SEC?

Yes. Miki Okamoto-Swanson is registered as an investment adviser representative in WA (CRD 5870077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakeside Advisors manage?

Lakeside Advisors reports $412.2M across 517 accounts in assets under management.

### How do I contact Miki Okamoto-Swanson?

Through Miki's website, www.lakesideadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5870077): 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

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