Lakepoint Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakepoint Wealth Partners is a state‑registered, fee‑only investment adviser that offers comprehensive wealth management and standalone financial planning to individuals, pre‑retirees, retirees, growing families, and young professionals. Services include ongoing discretionary or non‑discretionary portfolio management and project‑based or hourly financial planning engagements.
The firm follows a long‑term, passive, evidence‑based investment approach focused on strategic asset allocation, global diversification, low‑cost ETFs, and periodic rebalancing. Operationally, Lakepoint recommends and builds its systems around a digital custodian platform (Altruist Financial LLC) that supports fractional share trading and integrated trade execution and reporting.
Lakepoint is newly formed and, at initial registration, reports no regulatory assets under management; its principal brings recent broker‑dealer, banking, and mortgage industry experience while operating as a fee‑only RIA. The brochure highlights compliance and client‑protection practices tailored to Michigan rules—such as a five‑day rescission right, a $500 cap on advance deposits for long planning engagements, negotiable blended AUM billing mechanics, and a policy of not accepting proxy‑voting authority—that are presented in greater detail than is typical in many peers’ disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning engagements generally range from $1,000 to $15,000, depending on scope and complexity.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
$150 to $350 per hour
Fee-only: Fee-only advisory services; no commissions or product-based compensation
Main office
3803 Orchard Dr.
Highland MI 48356
Advisors at this office
1
Most active in
Michigan
Also doing business as
Lakepoint Wealth Partners · Lakepoint Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")