Firm
Lakewood Financial Group
Newport Beach, California
Fee-only
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | lakewoodfg.com |
| Phone | (224) 228-8534 |
Lakewood Financial Group 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.
| Account minimum | $1,000,000 |
|---|
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 |
|---|---|
| Assets managed | $91 million |
| Individual clients | 16 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 339568 |