Life Strategy Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$750/hr

“Financial Planning fee is an hourly rate between $250 and $750 per hour, depending on complexity.”

Flat or project fee

$1,500

“The fixed fee can range between $1,500 and 13 $75,000 depending on complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Life Strategy Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All minimums and fees are negotiable and are determined at the advisor’s discretion.”
• “Clients can have this fee directly debited from their accounts or choose to pay via check, credit card, or electronic funds transfer.”
• “Clients can have this fee directly debited from their accounts or choose to pay via check, credit card, or electronic funds transfer.”

How Life Strategy Partners’ fees compare

• Its hourly rate of $250-$750 spans the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Life Strategy Partners

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$10,260,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332925

Website

youtube.com/@lspwealth (opens in new tab)

Phone

(520) 222-9604

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson