Firm
Life Strategy Partners
Tucson, Arizona
Fee-only
Life Strategy Partners at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees.
- Its average account is about $684,000 (assets it manages divided by its 15 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | lspwealth.com |
| [email protected] | |
| Phone | (520) 222-9604 |
Life Strategy Partners fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"a $300/month for comprehensive financial planning" source
"1.00% on the first $1.5 million, stepping down from there." source
"a $300/month for comprehensive financial planning" source
"Our Standard pricing model is based on assets under management: 1.00% on the first $1.5 million, stepping down from there." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Accounts managed | 15 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 332925 |