LIFESTYLE PLANNING, LLC

LIFESTYLE PLANNING, LLC of CHANDLER, AZ is an SEC-registered investment adviser (CRD 321856). Regulatory assets under management: $43.0M.

Registration

• CRD: 321856
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search