Form ADV – Under SEC and similar state rules, Lakeside Financial Planning is required to deliver to clients and prospective clients a brochure disclosing information about our firm. To download a free copy of our Form ADV please click here.
SSG’s Fee Schedule – Lakeside Financial Planning does not have custody of our client’s assets. Lakeside uses Pershing LLC (via Shareholders Service Group) as our custodian. To view Shareholders Service Group’s fee schedule please click here.