Firm
Lifestyle Planning
Chandler, Arizona
Fee-only
Lifestyle Planning at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 58 individual clients, 16 of them high net worth.
- Its average account is about $197,000 (assets it manages divided by its 218 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Chandler, Arizona |
|---|---|
| Website | lifestyleplanningfirm.com |
| [email protected] | |
| Phone | (480) 637-7076 |
Lifestyle Planning fees
Lifestyle Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $43 million |
| Individual clients | 42 |
| High-net-worth clients | 16 |
| Accounts managed | 218 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 321856 |