Lessard Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,581,088
Clients
110
65% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$350,737
About
Lessard Wealth Management provides investment management and financial planning services to high‑net‑worth individuals and their families, including portfolio management, retirement planning and coordination of estate‑related matters. The firm also facilitates estate document preparation through a third‑party platform and occasionally offers client seminars and speaking engagements on financial and retirement topics.
The firm builds individualized asset allocations using a primarily value‑oriented, long‑term approach, supplemented by both fundamental and technical analysis and tactical/strategic asset‑allocation tools. Lessard Wealth Management manages accounts on a discretionary or non‑discretionary basis, coordinates with clients’ other professional advisors, and conducts periodic reviews and ongoing monitoring of client portfolios.
Noteworthy differentiators compared with many independent peers include an exclusive focus on high‑net‑worth clients, the provision of occasional educational seminars, and the use of an advisor‑enhanced digital program (Guided Wealth Portfolios) through LPL and FutureAdvisor. The firm also leverages third‑party custodial and program platforms and a technology‑enabled estate‑planning service to deliver planning and implementation support that may be less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Income planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
Financial planning fixed fees generally starting at $3,000 annually
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.0% $5,000,000+: Negotiable
Separate commission-based services offered through registered representative capacity, including insurance and securities products
Consulting services at $400 per hour with minimum engagements (generally 4 hours)
Ongoing financial planning services may be provided under a subscription-style arrangement starting at $3,000 annually
Account minimum: $1,100,000 Minimum fee: Minimum fee for financial planning services is $3,000 annually Fee-only: Financial planning fixed fees starting at $3,000 annually; hourly consulting at $400/hour with minimums; asset management fees tiered as above
Main office location
Lessard Wealth Management
7337 E Doubletree Ranch Road, Suite 195
Scottsdale AZ 85258, United States
Number of offices
1
Most active in
Lessard Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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