# LIFESTYLE PLANNING, LLC

LIFESTYLE PLANNING, LLC of CHANDLER, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 321856
- Type: SEC-registered investment adviser
- Location: 2701 W. QUEEN CREEK RD., #3, CHANDLER, AZ, 85248
- Phone: (480) 637-7076
- Latest filing: 2026-07-21
- Regulatory AUM: $43.0M
- Non-discretionary AUM: $43.0M
- Clients: 3
- Accounts: 218

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321856/similar
- Related entities: https://search.stillhousedata.com/firm/321856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321856

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.