Lake Road Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 132 individual clients, 94 of them high net worth.
- Its average account is about $721,000 (assets it manages divided by its 137 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Vancouver, Washington |
|---|---|
| Website | lakeroadadvisors.com |
| [email protected] | |
| Phone | (607) 292-2172 |
Questions about Lake Road Advisors
How is Lake Road Advisors paid?
Lake Road Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Lake Road Advisors have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Lake Road Advisors, and 2 hold the CFP.
What is the average account at Lake Road Advisors?
Lake Road Advisors's average account is about $721,000. That's the assets on its Form ADV divided by its 137 accounts.
Does Lake Road Advisors work with clients virtually?
Yes. Lake Road Advisors's website says it works with clients virtually.
Lake Road Advisors fees
Lake Road Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 38 |
| High-net-worth clients | 94 |
| Accounts managed | 137 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-117338) |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 281657 |