Lakeside Financial Planning, LLC

Lakeside Financial Planning, LLC (CRD# 170716) is a financial advisory firm headquartered in Burlington, MA. They manage $4,361,694 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lakeside Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Jared T. Hoole
CRD#: 4640148
1500 District Avenue, Burlington, MA 01803

Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Burlington, MA and has over 2 years of experience in the finance industry.

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