Francisco Sirvent
Lifestyle Planning · Chandler, Arizona
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.
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Specialties
Facts
| Firm | Lifestyle Planning |
|---|---|
| Based in | Chandler, Arizona |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $43.0M across 218 accounts |
| SEC registration | Investment adviser representative in AZ, NV, TX · CRD 6250958 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lifestyleplanningfirm.com |
How Francisco's firm compares
- Lifestyle Planning's average account is about $197,000, from its Form ADV (assets managed divided by 218 accounts).
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Questions about Francisco
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lifestyle Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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