PlannerFees

Lakeview Financial Planning fees and pricing

Financial planner in Shirley, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 11, 2017, Lakeview Financial Planning charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 11, 2017. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“We offer both plan consultation and our internal portfolio management services on a fixed (retainer) fee basis; typically ranging from $5,000 up to $25,000 for more extensive engagements.”

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

How Lakeview Financial Planning bills

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

  • “Advisory fees are negotiable, with final determination to be made by the firm.”
  • “Fees may be paid to our firm by check or draft from US-based financial institutions.”
  • “The fee is paid to our firm in advance, and is due within the first 10 calendar days of each service period.”

How Lakeview Financial Planning’s fees compare

  • Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Lakeview Financial Planning

“In addition to our providing retirement plan services, we are available to serve individual investors and businesses interested in financial planning and portfolio management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
1% a year
Clients
9
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$2,700,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
289377
Website
lakeviewplanning.com (opens in new tab)
Phone
(508) 331-4030

Other planners in Massachusetts that publish fees

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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.