Miki Okamoto-Swanson
Lakeside Advisors · Seattle, Washington
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.
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Facts
| Firm | Lakeside Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $412.2M across 517 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 5870077 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lakesideadvisors.com |
How Miki's firm compares
- Lakeside Advisors's average account is about $797,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Miki
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.
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
- 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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