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LAKESHORE FINANCIAL PLANNING INC.
CRD 299129File 801-114302
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.