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LAKESHORE FINANCIAL PLANNING INC.
CRD 299129File 801-114302
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$469.3M
Above cohort median (national)
Discretionary AUM
$469.3M
Clients
491
1,351 accounts
Employees
5
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 19, 2018
- Principal office
- 23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI, 48080
- Phone
- 586-498-0788
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $469.3M
- Discretionary AUM
- $469.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,351
- Non-discretionary accounts
- 0
- Total accounts
- 1,351
- AUM per client
- $956K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $339.0M |
| Individuals (other than high net worth individuals) | 346 | $130.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 473 | 491 | increased by18 |
| Mar 1, 2026 | AUM | $403,649,716 | $469,250,841 | increased by$65,601,125 |
| Mar 1, 2026 | Accounts | 1,290 | 1,351 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 429 | 473 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $355,113,320 | $403,649,716 | increased by$48,536,396 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,146 | 1,290 | increased by144 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 419 | 429 | increased by10 |
| Apr 1, 2022 | AUM | $288,947,856 | $355,113,320 | increased by$66,165,464 |
| Apr 1, 2022 | Accounts | 1,076 | 1,146 | increased by70 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAKESHORE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAKESHORE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.