Updated May 30, 2024
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Lake Road Advisors

Investment Advisor Firm
Total assets under management$50M
Years in business8+

About Lake Road Advisors

Lake Roads Advisors is a trusted financial planning and investment management firm. With a dedication to simplifying complex financial matters, the firm offers services spanning current financial management, long-term planning, and tax-sensitive investing. Lake Roads Advisors is committed to helping individuals and families make informed financial decisions, enabling them to secure their financial futures with peace of mind

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Long-Term Plans
  2. Retirement Planning
  3. Estate Planning
  4. College Planning Investing With Confidence
  5. Investment Management
  6. Tax-Sensitive Investing and Planning

More about Lake Road Advisors

DesignationsMinimum asset threshold
Registered Investment Advisor$250k - $500k
Firm CRD NumberNumber of advisors
2816571

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Lake Road Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings