Ronald Chan
Lakeside Financial · Kirkland, Washington
Ronald Chan is a fee-only financial advisor at Lakeside Financial in Kirkland, Washington, who holds the CFA credential. Lakeside Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Lakeside Financial |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $34.8M across 91 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, WA · CRD 6157319 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Ronald's firm compares
- Lakeside Financial's average account is about $382,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Ronald
Is Ronald Chan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Lakeside Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Lakeside Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ronald Chan based?
Ronald Chan is based in Kirkland, Washington.
What credentials does Ronald Chan hold?
Ronald Chan holds the CFA credential.
Is Ronald Chan registered with the SEC?
Yes. Ronald Chan is registered as an investment adviser representative in IL and WA (CRD 6157319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lakeside Financial manage?
Lakeside Financial reports $34.8M across 91 accounts in assets under management.
How do I contact Ronald Chan?
Contact details aren't on file yet. Search for Lakeside Financial.
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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