PlannerFees

Lakeside Advisors Inc fees and pricing

Financial planner in Seattle, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 14, 2026, Lakeside Advisors Inc charges $250 an hour and a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The fee varies depending on the complexity of the estate and is calculated at $250.00 per hour. 9|Page Payment of Advisory Fees:”
Flat or project fee
$1,000
“We charge a flat fee for the service, which starts at $1,000.”

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

How Lakeside Advisors Inc bills

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

  • “Our fees are negotiable and vary from the standard fee above based on the complexity of the account, size of the account, number of accounts, client-specific facts or circumstances, and other considerations.”
  • “We promptly refund any of the prepaid and unearned fees to you.”
  • “Pay by Check If you prefer, you can elect to pay our advisory fee upon presentation of an invoice.”

How Lakeside Advisors Inc’s fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 4 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Washington median of $3,250. 13% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 1 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Lakeside Advisors Inc

“We serve individual investors and we also manage assets for corporations, trusts and retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Robert E. Frey
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 1984 (42 years).

Firm details from Form ADV

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
0.6% a year
Minimum
$1,000 minimum fee (stated in brochure)
Clients
207
Employees
4
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$412,236,024
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
104540
Website
lakesideadvisors.com (opens in new tab)
Phone
(206) 285-1730

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