# Francisco Sirvent

> Francisco Sirvent is a fee-only financial advisor at Lifestyle Planning in Chandler, Arizona. Francisco charges an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/francisco-sirvent/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lifestyle Planning
- **Based in:** Chandler, Arizona
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.0M across 218 accounts
- **Specialties:** Retirement planning
- **CRD:** 6250958 (https://adviserinfo.sec.gov/individual/summary/6250958)
- **SEC registration:** Investment adviser representative in AZ, NV, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.lifestyleplanningfirm.com

## Frequently asked questions

### Is Francisco Sirvent a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Lifestyle Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Francisco charge for financial advice?

Francisco charges an ongoing planning fee.

### Where is Francisco Sirvent based?

Francisco Sirvent is based in Chandler, Arizona.

### What does Francisco specialize in?

Francisco's specialties include retirement planning.

### Is Francisco Sirvent registered with the SEC?

Yes. Francisco Sirvent is registered as an investment adviser representative in AZ, NV and TX (CRD 6250958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lifestyle Planning manage?

Lifestyle Planning reports $43.0M across 218 accounts in assets under management.

### How do I contact Francisco Sirvent?

Through Francisco's website, www.lifestyleplanningfirm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6250958): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lifestyleplanningfirm.com/): specialties, clients served, and fees, checked October 30, 2026

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