Firm
Lakeside Financial Planning, LLC
Windham, New Hampshire
Fee-only
Lakeside Financial Planning, LLC at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 62 individual clients, 18 of them high net worth.
- Its average account is about $360,000 (assets it manages divided by its 178 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Windham, New Hampshire |
|---|---|
| Website | lakesidefinancialplan.com |
| [email protected] | |
| Phone | (781) 270-1501 |
Lakeside Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $5,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"The minimum annual fee is $10,000." source
"Financial Accumulation $5,000" source
"Our clients typically have investments of $1,000,000 or more" source
"which includes both ongoing financial planning and investment management" source
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 | $64 million |
| Individual clients | 44 |
| High-net-worth clients | 18 |
| Accounts managed | 178 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 170716 |