Lakeside Planning

Overview

Lakeside Planning LLC is a small, independent registered investment adviser that focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator: it constructs client solutions largely by selecting third‑party managers and pooled vehicles rather than building extensive in‑house active equity lineups. Its advisory work includes financial planning, choosing outside advisers for specialized strategies, and running educational seminars or workshops for clients. The firm does not position itself as an active ESG investor, and it appears concentrated in a single state of operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices