Firm
Lakeside Planning
Macungie, Pennsylvania
Fee-only
Facts
| Based in | Macungie, Pennsylvania |
|---|---|
| Website | lakesideplanning.com |
| Phone | (484) 212-5826 |
Lakeside Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"is 0.50% of total household net worth with a $3,000 annual minimum" source
"is 0.50% of total household net worth with a $3,000 annual minimum" source
"This combined service consists of an ongoing fee that is paid quarterly, in arrears." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 311120 |