Thomas Bengtson
Lakeshore Advisors · Charlotte, North Carolina
Thomas Bengtson is a fee-only financial advisor at Lakeshore Advisors in Charlotte, North Carolina, who holds the CFP credential. Thomas 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 | Charlotte, North Carolina |
| 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 6896682 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lakeshore-advisors.com |
| Profile |
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Questions about Thomas
Is Thomas Bengtson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas charges a percentage of assets.
Where is Thomas Bengtson based?
Thomas Bengtson is based in Charlotte, North Carolina.
What does Thomas specialize in?
Thomas's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and physicians & residents. Thomas works with physicians and founders.
What credentials does Thomas Bengtson hold?
Thomas Bengtson holds the CFP credential.
Is Thomas Bengtson registered with the SEC?
Yes. Thomas Bengtson is registered as an investment adviser representative in FL, NC and TX (CRD 6896682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lakeshore Advisors manage?
Lakeshore Advisors reports $80.8M across 350 accounts in assets under management.
How do I contact Thomas Bengtson?
Through Thomas'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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