Lakeland Investor Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$295⁠-⁠$695

“Retirement Planning Fee $695 flat fee w/ $295 retainer $295 annual updates À la carte Estate Planning Fees Estate Planning is an essential service for individuals seeking a formal review of their existing estate and the risks present for estate shrinkage (specific to federal and state tax liabilities) as well as…”

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

How Lakeland Investor Services, Inc. bills

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

• “Fees are paid quarterly in advance and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds may be offered on a prorated basis, at the discretion of LIS, based on the number of days remaining in a month/quarter at the point of termination.”
• “However, LIS is not obligated to refund any portion of the billed fee representing the remaining billing period.”

How Lakeland Investor Services, Inc.’s fees compare

• Its flat or project fee of $295-$695 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Lakeland Investor Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 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

1.5% a year

Clients

61

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

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

Assets managed

$18,973,780

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

167100

Website

lakelandinvestors.com (opens in new tab)

Phone

(814) 382-6681

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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