Disclosures

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.

Privacy Policy – Lakeside Financial Planning has strict policies and procedures in place to protect the privacy of our clients. To download a free copy our our privacy policy please click here.

Table of Fees for Service – Lakeside Financial Planning's fee table as required per 950 MASS. CODE REGS. 12.205(8) can be viewed here.

Altruist Fee Schedule – Lakeside Financial Planning does not have custody of our client’s assets. Lakeside uses Altruist Financial LLC as our custodian. To view the Altruist fee schedule please click here.