Lake Road Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“January 14, 2026 Comprehensive Financial Planning Only Comprehensive Financial Planning consists of an upfront fee of $3,000 - $6,000.”

Quarterly fee

$750⁠-⁠$2,000/qtr

“Concurrently, there is also an ongoing fee which is paid quarterly, in advance, at the rate of $750 - $2,000 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lake Road Advisors, LLC bills

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

• “The fee may be negotiable in certain cases.”
• “Terminations after the 12 month period will be prorated and any refund, if applicable will be provided to the Client.”
• “Annual fees will be re-assessed at that time, but generally can be up to $2,000/quarter in advance based on Client complexity and will be outlined in the Client Agreement.”

How Lake Road Advisors, LLC’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the New York median of $4,500. 49% of the 251 other New York planners that publish a flat or project fee charge less.

About Lake Road Advisors, LLC

• Principal: Paul V. Sydlansky
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

132

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$98,754,467

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281657

Website

linkedin.com/company/lake-road-advisors (opens in new tab)

Phone

(607) 438-2914

Can advise clients in 7 states: Nebraska, New Hampshire, New York, Oregon, Pennsylvania, Texas, Washington

Other planners in Corning that publish fees

• Burns Matteson Capital Management, LLCCorning$400/hr, $5,000⁠-⁠$8,000
• Rooted Planning GroupCorning$6,000/yr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 4 planners in Corning