Life Strategies, Inc. fees and pricing
Financial planner in Cardiff, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 21, 2026, Life Strategies, Inc. charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“The negotiated fixed rate for creating client financial plans is between $500 and $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Life Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of LSI's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of LSI’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Life Strategies, Inc.’s fees compare
- Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
About Life Strategies, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 115
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $121,245,786
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167732
- Phone
- (916) 541-3846
Other planners in Cardiff that publish fees
- Jro Wealth Management LLCCardiff$250/hr, $2,000-$20,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.