Gabriel Sirvent
Lifestyle Planning · Chandler, Arizona
Gabriel Sirvent is a fee-only financial advisor at Lifestyle Planning in Chandler, Arizona. Gabriel 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 · CRD 8224180 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lifestyleplanningfirm.com |
How Gabriel'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 Gabriel
Is Gabriel Sirvent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gabriel 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 Gabriel charge for financial advice?
Gabriel charges an ongoing planning fee.
Where is Gabriel Sirvent based?
Gabriel Sirvent is based in Chandler, Arizona.
What does Gabriel specialize in?
Gabriel's specialties include retirement planning.
Is Gabriel Sirvent registered with the SEC?
Yes. Gabriel Sirvent is registered as an investment adviser representative in AZ (CRD 8224180), 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 Gabriel Sirvent?
Through Gabriel'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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