Fee-Only Financial Advisors in Tucson, Arizona

Life Strategy Partners is a fee-only fiduciary wealth management firm in Tucson, Arizona. We combine financial planning and investment management through Life Plan 360, our structured planning and implementation framework.

What that means in practice:

• Fee-only fiduciary advice, no commissions or product sales incentives

• Planning starts with your goals, priorities, and real-life decisions, not products

• Coordinated strategy across retirement planning, tax-aware planning, investments, risk planning, estate coordination, and cash flow

• Implementation support so key recommendations actually get completed

• An ongoing relationship designed to adapt as your life and circumstances change
  

Our guiding theme is Building Wealth With Purpose.

Our financial planning process is a structured framework designed to build your personalized plan around your goals, values, and vision for the future. We call this framework Your Life Plan 360, and it is built to create clarity first, then turn that clarity into an actionable strategy.

Our process follows three phases:

• Discover: understand what matters most to you, confirm priorities, and organize the key details of your financial life

• Design: build a coordinated plan that connects retirement planning, tax-aware planning, investment strategy, risk planning, estate coordination, and cash flow decisions

• Implement: help carry out the plan through account actions, coordination with outside professionals when needed, and ongoing follow-through
  

The result is a plan with clear next steps you can execute with confidence.

Our pricing model is based on the market value of assets under management. Investment management and comprehensive financial planning are offered under our Standard Pricing Model for clients with a $500,000 minimum.

Standard Pricing Model (blended tiers):

• $0 – $1,500,000: 1.00%

• $1,500,001 – $5,000,000: 0.80%

• $5,000,001 – $10,000,000: 0.50%

• Above $10,000,000: tiers down progressively
  

For clients below $500,000, a Hybrid Pricing Model may apply:

• 0.30% annual investment management fee

• $300 per month comprehensive financial planning fee
  

Full details are provided in writing prior to engagement.

Yes. For ongoing investment management and comprehensive financial planning under our Standard Pricing Model, we generally require a $500,000 minimum in assets under management.

If you are below $500,000, we may still be able to help through our Hybrid Pricing Model, which combines an investment management fee with a monthly planning fee.

The best way to confirm fit is a short introductory conversation where we can understand your goals, complexity, and what prompted you to reach out.

Most clients meet several times during onboarding while we build and implement your plan using our Life Plan 360 framework. After onboarding, we follow a steady planning rhythm designed to stay proactive without over-meeting.

A typical schedule includes:

• Spring review meeting (tax planning, goal progress, and priorities for the year)

• Fall review meeting (year-end tax planning, open enrollment strategy when applicable, and planning for the year ahead)

• Additional meetings as needed for life events and major decisions
  

We also stay in touch between meetings when action items, planning updates, or time-sensitive decisions come up.

Life Strategy Partners is a good fit for people who want coordinated wealth management, not just investment management. Our approach is designed for clients who value a clear process and planning that connects the major decisions in their financial life.

We typically work best with:

• Accumulators who are building wealth and want to optimize savings, taxes, and long-term goals

• Pre-retirees who want clarity and confidence as they approach retirement

• Retirees who want ongoing planning around income, taxes, and long-term security

• Business owners who need planning that integrates income, taxes, and transition planning

• Households who want an ongoing planning rhythm (Spring and Fall reviews) with proactive adjustments as life changes

No. Life Strategy Partners is fee-only and does not sell products for commissions. We are compensated through our advisory pricing model, not through product sales or transaction incentives, and we provide advice as a fiduciary.

Fee-only means our firm is paid directly by clients, not by product providers.

Wealth management at Life Strategy Partners typically includes both financial planning and investment management, coordinated through our Life Plan 360 planning framework. The goal is to connect the major parts of your financial life into one strategy and keep it updated as life changes.

Services commonly include:

• Investment management aligned with your goals, timeline, and risk preferences

• Retirement planning, including income planning for pre-retirees and retirees

• Tax-aware planning and coordination of tax strategy decisions

• Risk planning, including insurance and protection planning coordination

• Estate planning coordination with your attorney when needed

• Ongoing reviews and proactive adjustments through Spring and Fall meetings
  

Specific services are confirmed in writing as part of your advisory agreement.

The first step is a complimentary introductory conversation to determine mutual fit and understand what prompted you to reach out. This is a simple starting point to discuss your goals, concerns, and what you are looking for from a wealth management relationship.

If there is a mutual fit, we outline next steps and begin building your plan using our Life Plan 360 planning framework. We will also let you know what information to gather so the process is efficient and organized.

If Life Strategy Partners is not the right fit, we will tell you directly and, when appropriate, suggest alternative resources.

Next step: Schedule an introductory call here: https://www.lspwealth.com/quickcall