Lakeside Planning fees and pricing
Financial planner in Macungie, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Lakeside Planning charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Project-Based Financial Planning Project-Based Financial Planning engagements are offered at an hourly rate of $400 per hour with a minimum engagement time of 2 hours.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lakeside Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients who engaged LP for services before January 2022 may be billed according to a different fee schedule.”
- “This combined service consists of an ongoing fee that is paid quarterly, in arrears according to the tiered fee table above.”
- “Fees are recalculated annually on December 31st and effective as of the March 31st invoice.”
How Lakeside Planning’s fees compare
- Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Macungie that publish an hourly rate charge less.
About Lakeside Planning
- Principal: Andrew Mickley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 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
- 0.85% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $11,417,631
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311120
- Phone
- (484) 212-5826
Other planners in Macungie that publish fees
- Christman Financial Advisors LLCMacungie$150/hr, $150-$300/mo
- Milestone Financial Associates, LLCMacungie$450/hr, $20,000
- 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
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.