Lakeshore Financial Planning Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakeshore Financial Planning Inc. provides discretionary portfolio management and incidental financial planning to individuals (including high net worth individuals), charitable organizations, and investment clubs. As of December 31, 2025 the firm reported $469,250,841 in discretionary client assets across roughly 491 client relationships and operates with a three-advisor team.
The firm implements client-tailored strategies using firm-developed model portfolios diversified among investment styles and asset classes, primarily through mutual funds and ETFs, and it monitors and rebalances portfolios as market conditions or client circumstances change. Its stated methods of analysis include both fundamental and technical approaches and it may employ short- and long-term purchase strategies; tax efficiency is not treated as a primary objective unless agreed otherwise.
Noteworthy features relative to peers include the combination of substantial assets under management with a small advisor headcount, and a requirement that clients establish custody with Raymond James & Associates for managed accounts, which the firm states could limit execution choices. The firm also discloses practices such as combining household accounts for fee breakpoints, not voting client proxies on their behalf, and relying on custodian statements rather than providing separate regular written performance reports.
Client services
Expertise
Fee options
$0+: 0.50% +: up to 1.50%
Main office
23201 Jefferson Ave
Saint Clair Shores MI 48080
Advisors at this office
4
Most active in
Arizona · California · Florida · Illinois · Massachusetts · Michigan · New Hampshire · Ohio · South Carolina · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey B
Series 63, Series 65
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Jeffrey Brayton is a financial advisor at Lakeshore Financial Planning Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and Brayton Asset Management. Outside of his advisory role, he is also licensed as a life insurance agent. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios with mutual funds, ETFs, and other securities, employing both fundamental and technical analysis and offering clients discretionary trading authority.
Darren B
CFP®, Series 63, Series 66
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Darren Brennan is a CFP® with 13 years of industry experience, currently serving as an advisor at Lakeshore Financial Planning Inc. He previously worked at Kaydan Wealth Management, Inc. for nine years and has experience with Raymond James Financial Services, Mercer Global Advisors, and Equitable Advisors. Outside of his advisory role, he is a licensed insurance agent. Lakeshore Financial Planning Inc. manages discretionary portfolios and provides financial planning to individuals, charitable organizations, and investment clubs. The firm uses diversified, client-specific model portfolios and employs both fundamental and technical analysis to guide investment strategies.
Mark R
CFP®, Series 63, Series 65, Series 66
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Mark Romin is a CFP® professional at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI, with 18 years of industry experience. He has previously worked at Brayton Asset Management and Raymond James Financial Services Advisors Inc. Romin contributes to social media input for a non-investment-related support company affiliated with his firm. Lakeshore Financial Planning Inc. manages discretionary portfolios and provides incidental financial planning to individuals, charitable organizations, and investment clubs. The firm employs client-specific strategies using proprietary model portfolios diversified across asset classes, primarily via mutual funds and ETFs, and manages approximately $469 million in discretionary assets.
Richard D
Series 63, Series 65
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Richard Davenport is a financial advisor at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Advisors, Inc. for a combined 19 years before joining Lakeshore Financial Planning in 2018. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios primarily composed of mutual funds and ETFs, employing both fundamental and technical analysis, and offers tailored advisory relationships with discretionary trading authority.
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