# Lakeshore Financial Planning

Lakeshore Financial Planning is a Bank / Wealth / Trust based in Saint Clair Shores, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Saint Clair Shores, United States
- **Region:** North America
- **Address:** Saint Clair Shores, MI, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** lakeshorefinancialplanning.com
- **LinkedIn:** https://linkedin.com/company/lakeshore-financial-planning-inc.

## Regulatory record

- **CRD number:** 299129
- **SEC file number:** 801-114302
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299129

## About

Lakeshore Financial Planning was established in 2019, operating as a registered investment adviser anchored in Saint Clair Shores, Michigan. The firm entered a competitive local wealth-management market with a dual focus on retail investors and high-net-worth households, layering investment advisory services over a planning-first ethos that includes retirement readiness and portfolio construction. It also extends those planning and management capabilities to charitable organizations — a niche that often demands both fiduciary discipline and tax-aware structuring. The firm's strategy revolves around discretionary portfolio management and financial planning, drawing from the classic toolkit of an independent RIA: constructing multi-asset portfolios across equities, fixed-income, and managed solutions to match client risk profiles. While specific holdings are not publicly itemized, its regulatory posture as an SEC-registered adviser compels fiduciary-standard allocation decisions. The deployment model eschews the fund-commitment or direct-deal complexity seen in institutional family offices, remaining closer to a wealth-management partnership where the firm directly manages client accounts. Lakeshore has not publicly disclosed its assets under management or total headcount, reflecting the opaque reporting norms of smaller independent advisory practices. It does not maintain publicly visible affiliated vehicles such as philanthropic foundations, real-asset arms, or private-investment clubs — hallmarks of more structurally complex family offices that Lakeshore Financial Planning does not claim to emulate. No dated operational events from the last 24 months are verifiable through public disclosures. The structural differentiator lies in its regulatory identity: Lakeshore is a pure-play registered investment adviser operating under fiduciary obligations, distinct from broker-dealers or hybrid models that dominate much of the retail wealth space. This positions the firm to market a planning-centric engagement — where advisory fees are tied to assets under management or flat retainers — rather than transaction-driven commissions. For local families and non-profits in the Great Lakes region, that alignment model remains a meaningful, if quietly executed, architectural distinction.

## Related profiles

- [Lakeridge Wealth Management](https://altss.com/profile/lakeridge-wealth-management)
- [Lakeside Advisors](https://altss.com/profile/lakeside-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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