Lake Park Advisors fees and pricing

Financial planner in Johnson City, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 16, 2026, Lake Park Advisors charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “Client may cancel any time during the planning process with no obligation. 7 Lake Park Advisors QUALIFIED PLAN CONSULTING SERVICES Advisor offers qualified plan consulting services to individuals for a negotiable hourly fee of $175, based on the complexity of the case for the consultation.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
“The estimated fee will be due upon delivery of the completed plan.”
“The payment is due upon delivery of the recommendations.”

Its hourly rate of $175 is below the Tennessee median of $275. 8% of the 111 other Tennessee planners that publish an hourly rate charge less.
1 of the 5 other planners in Johnson City that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 86
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $21,653,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 269941
Website: instagram.com/lakeparkadvisors (opens in new tab)
Phone: (423) 328-7365

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.