Lake Avenue Financial's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from your advisor now, and where you're headed.

For those who are just getting started or prefer the hybrid approach to finance, we created Lake Avenue Academy. The Academy is for both financial beginners who are new to managing their money and for advancing learners who have some financial knowledge but want to make more informed decisions without the cost of a full-time financial planner.

Yes, we are fiduciaries and are legally obligated to put your best interests first. As an independent Registered Investment Advisor (RIA) we don’t offer any proprietary products and only recommend what’s truly the best fit for your situation.

Lake Avenue Financial is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. We offer several options for our financial planning and asset management services. Head over to our Pricing page to learn more.

Yes, as an independent Registered Investment Advisor (RIA) we provide fee only financial planning and asset management. Our clients have us manage their assets as part of their overall financial plan.

Depending on the financial planning tier you choose, we will meet either 3 or 5 times to get your personal plan finalized. Then we will have a 6-month check-in meeting. After our first year of working together, we will have annual meetings to make sure you are on track as well as a 6-month check-in.

There are 9 core principles that we pride ourselves on. Learn what you can expect when working with us, here.

We pride ourselves on having a team approach. That means when you hire one of us, you hire all of us! There will be a lead financial planner for each client, but any one of our team members are always happy to help.

We work with several custodians, where your money will be kept, while we manage it. Our client's favorite custodian is Altruist. You can learn more about them here.

Building a custom financial plan for you can take us anywhere from 8 to 10 hours of work. That's why it's important that we charge for our financial planning and asset management services. Our advisory fees are charged to the accounts we manage, in arrears, on a monthly basis. Head over to our Pricing page to learn more.

We love questions! If you have a question that wasn’t answered here, just head over to our Contact page and fill out our form. Someone from our team will get back to you quickly.