Firm
Lakeshore Advisors
Winter Park, Florida
Fee-only
Facts
| Based in | Winter Park, Florida |
|---|---|
| Website | lakeshore-advisors.com |
| Phone | (321) 464-5122 |
Lakeshore Advisors fees
Lakeshore Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $81 million |
| Individual clients | 21 |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 329497 |