Chad Lawyer
Life Strategy Partners · Tucson, Arizona
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $10.3M across 15 accounts |
| Credentials | CFP · RICP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6107777 |
| Exams passed | Series 65 (2017) · Series 63 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lspwealth.com |
| Profile |
How Chad's firm compares
- Ongoing planning starts at $3,600 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- Life Strategy Partners's average account is about $684,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Chad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Life Strategy Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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