Lessard Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lessard Wealth Management works with high‑net‑worth individuals and their families, providing investment management, financial planning and consulting, retirement‑rollover advice, and coordination with other professional advisors. The firm also facilitates estate‑planning documentation through a third‑party platform and refers clients to a variety of sponsored advisory programs, including model portfolios and separately managed account solutions.
The firm constructs individualized asset‑allocation strategies that emphasize a long‑term, value‑oriented approach while permitting tactical and strategic rebalancing, and it manages client accounts on a discretionary basis through designated custodial platforms. Financial planning and consulting are delivered one‑on‑one, with periodic reviews and ongoing availability for client consultations.
Compared with many peers, Lessard Wealth Management regularly offers educational seminars and speaking engagements and can arrange client access to an online estate‑planning tool the firm uses in its service delivery. The firm also integrates an advisor‑enhanced automated portfolio program into its lineup while retaining ongoing fiduciary responsibility for suitability and monitoring, and it requires clients to use its chosen custodial platforms for managed accounts.
Client services
Expertise
Fee options
Financial planning services minimum fixed fee is $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
Hourly consulting fee of $400 per hour with a minimum engagement of four hours
Ongoing financial planning services offered under subscription-style arrangement starting at $3,000 annually billed monthly or quarterly in advance
Account minimum: $1,100,000 Minimum fee: Minimum fee for financial planning services is $3,000 annually Fee-only: Financial planning and consulting fees on a fixed fee basis; hourly consulting fees at $400 per hour with a 4-hour minimum; asset management fees based on tiered AUM schedule
Main office
7337 E Doubletree Ranch Road, Suite 195
Scottsdale AZ 85258
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Lessard Wealth Management · The Lessard Investment Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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