John Dewitt
Lakeshore Advisors · Fort Lauderdale, Florida
John Dewitt is a fee-only financial advisor at Lakeshore Advisors in Fort Lauderdale, Florida, who holds the CFP credential. John charges a percentage of assets and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Physicians
- Founders
Facts
| Firm | Lakeshore Advisors |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $80.8M across 350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 6967615 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lakeshore-advisors.com |
| Profile |
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Questions about John
Is John Dewitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Lakeshore Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Dewitt based?
John Dewitt is based in Fort Lauderdale, Florida.
What does John specialize in?
John's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and physicians & residents. John works with physicians and founders.
What credentials does John Dewitt hold?
John Dewitt holds the CFP credential.
Is John Dewitt registered with the SEC?
Yes. John Dewitt is registered as an investment adviser representative in FL, NC and TX (CRD 6967615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lakeshore Advisors manage?
Lakeshore Advisors reports $80.8M across 350 accounts in assets under management.
How do I contact John Dewitt?
Through John's website, www.lakeshore-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lakeshore Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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