Privacy Policy Notice
Our annual privacy notice, dated February 2026: what nonpublic personal information we collect, when we may share it, how we protect it, and how to limit sharing.
Regulatory notices
Disclosures
Important information about Lake Park Advisors, how we are compensated, and the limits of the information on this website.
Investment adviser disclosure
Full disclosure
Investment advice offered through Lake Park Advisors, a Tennessee-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Registration does not imply a certain level of skill or training. Lake Park Advisors is the business name of Richard E. Eddy, CFP®, LLC (CRD #269941); additional information is available on the SEC’s Investment Adviser Public Disclosure website.
Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.
Investments involve the risk of loss, including possible loss of principal.
Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.
Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.
Required website disclaimers
Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.
Investment advisory services offered through Lake Park Advisors, a Registered Investment Advisor in the state of Tennessee. Registration does not imply a certain level of skill or training.
Industry regulations prohibit endorsements or testimonials for Lake Park Advisors or any Investment Advisor Representative. Website visitors must refrain from recommending advisory services or providing testimonials, which the firm is required to delete under regulatory guidelines.
The information provided on this website is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice.
Form ADV and Privacy Notice
Our Firm Brochure (Form ADV Part 2A) and Brochure Supplements (Part 2B) describe our services, fees, conflicts of interest, disciplinary history, if any, and the background of our advisers. Our Privacy Policy Notice explains how we handle your personal information. Please review them before engaging us.
Form ADV Part 2A and 2B
Firm Brochure and Brochure Supplements, dated February 16, 2026: our business practices, advisory services, fee schedule, methods of analysis, risks, conflicts of interest, and the education and business background of Richard Eddy and Austin Reppart.
Fee structure transparency
Lake Park Advisors is a fee-based Registered Investment Advisor. Our compensation for investment management is an advisory fee paid by our clients, generally 1.0% of managed assets per year, billed quarterly in arrears, and fixed or hourly fees for financial planning and consulting. The fee may be negotiable. We do not receive any external compensation for the sale of securities to clients, we do not charge performance-based fees, and we do not sell annuities or insurance products.
Our fee schedule, how and when fees are billed, and any minimums are set out in Form ADV Part 2A. Advisory fees reduce the value of your account over time. In addition to our advisory fee, you may pay other costs, including custodian and brokerage transaction charges, fund or product expenses embedded in any funds held in your account, and taxes. Those costs are separate from our fee and are described in Form ADV Part 2A.
We believe that avoiding high-cost mutual fund expenses can be helpful for some clients. However, lower costs do not guarantee higher returns, and portfolios of individual securities carry their own risks, including concentration risk and loss of principal.
Our principals are also involved with an affiliated accounting practice in the same office. Conflicts of interest that may arise from this are described in Form ADV Part 2A.
Investment risk
Investing involves risk, including the possible loss of principal. No investment strategy, including long-term holding, diversification or the use of stop-loss orders, can ensure a profit or protect against loss. Market conditions, company performance, interest rates, inflation and tax law changes can all affect results. Portfolios of individual securities may be less diversified than pooled investments.
Anti-testimonial policy
Lake Park Advisors does not publish client testimonials, endorsements, reviews, ratings or third-party awards on this website. Industry regulations prohibit endorsements or testimonials for Lake Park Advisors or any Investment Advisor Representative. Website visitors must refrain from recommending advisory services or providing testimonials, which the firm is required to delete under regulatory guidelines.
Registration and public records
Lake Park Advisors is the business name of Richard E. Eddy, CFP®, LLC (CRD #269941), registered as an investment adviser in the State of Tennessee. You can look up registered advisers and read their filings at the Investment Adviser Public Disclosure website. Information about securities regulation in Tennessee is available from the Tennessee Department of Commerce & Insurance, Securities Division. Lake Park Advisors only transacts business in states where it is registered or exempt from registration.
Third-party links and information
Links to other websites are provided for convenience. Lake Park Advisors does not control and is not responsible for their content. Statements on this site reflect the firm’s views as of the date shown and may change without notice. This website is not an offer to sell or a solicitation to buy any security.
Lake Park Advisors · 4718 Lake Park Drive, Suite 1, Johnson City, TN 37615