# Chad Lawyer

> Chad Lawyer is a fee-only financial advisor at Life Strategy Partners in Tucson, Arizona, who holds the CFP and RICP credentials. Chad charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/chad-lawyer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Life Strategy Partners
- **Based in:** Tucson, Arizona
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.3M across 15 accounts
- **Credentials:** CFP, RICP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6107777 (https://adviserinfo.sec.gov/individual/summary/6107777)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 65 (2017), Series 63 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://lspwealth.com

## Frequently asked questions

### Is Chad Lawyer a fee-only financial advisor?

Yes. Chad Lawyer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chad's firm.

### How does Chad charge for financial advice?

Chad charges a percentage of assets and an ongoing planning fee.

### How much does Chad charge?

According to Life Strategy Partners's website, checked October 28, 2026: ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed.

### Does Chad work with clients virtually?

Yes. Life Strategy Partners says on its website that it works with clients remotely.

### Where is Chad Lawyer based?

Chad Lawyer is based in Tucson, Arizona.

### What does Chad specialize in?

Chad's specialties include retirement planning, tax planning and estate & legacy planning. Chad works with pre-retirees and retirees.

### What credentials does Chad Lawyer hold?

Chad Lawyer holds the CFP and RICP credentials.

### Is Chad Lawyer registered with the SEC?

Yes. Chad Lawyer is registered as an investment adviser representative in AZ and TX (CRD 6107777), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Life Strategy Partners manage?

Life Strategy Partners reports $10.3M across 15 accounts in assets under management.

### How do I contact Chad Lawyer?

Through Chad's website, lspwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chad-lawyer-34468): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lspwealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.