RIA Intel›Advisers›New Hampshire›LAKESIDE FINANCIAL PLANNING, LLC

LAKESIDE FINANCIAL PLANNING, LLC

Advisory

NH

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in NH

#130

of 141 advisers by AUM

Average account

$360K

across 178 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

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INTEGRATED WEALTH MANAGEMENT, LLC

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ODIORNE POINT ASSET MANAGEMENT, LLC

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