Robert Frey
Lakeside Advisors · Seattle, Washington
Robert Frey is a fee-only financial advisor at Lakeside Advisors in Seattle, Washington. 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 |
| SEC registration | Investment adviser representative in WA · CRD 214260 |
| Exams passed | Series 63 (1989) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lakesideadvisors.com |
How Robert'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 Robert
Is Robert Frey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Lakeside Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Frey based?
Robert Frey is based in Seattle, Washington.
Is Robert Frey registered with the SEC?
Yes. Robert Frey is registered as an investment adviser representative in WA (CRD 214260), 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 Robert Frey?
Through Robert'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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