Fee-only adviser · Tucson, AZ
Life Strategy Partners
Life Strategy Partners is a fee-only investment adviser registered with the securities regulator of Arizona, with its main office in Tucson, Arizona. On its latest Form ADV, filed March 31, 2026, it reports $10M in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona |
|---|---|
| Firm CRD number | 332925 |
| Office | 6340 N. Campbell Ave. Suite 270 Tucson, AZ 85718 |
| Phone | (520) 222-9604 |
| Website | www.lspwealth.com |
| Regulatory assets under management | $10M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tucson
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- GR Financial Group, LLC $1.1B
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- Wealth Management Partners, LLC $794M
- Ironwood Financial, LLC $663M
See all 33 fee-only advisers in Tucson →
Nearby
- Tuscon 1 firm
- Oro Valley 2 firms
- Marana 1 firm
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