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Life Story Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Life Story Wealth Planning LLC is a fee-only registered investment adviser that provides wealth management and financial planning services to high‑net‑worth individuals and corporations. The firm offers ongoing discretionary investment management, one‑time project‑based financial planning engagements, and referrals to third‑party professionals when requested by clients.
The adviser combines active and passive approaches and uses fundamental, technical, charting, and cyclical analysis to build portfolios, considering asset allocation, liquidity, tax efficiency, and smart‑beta factors. It may recommend a range of holdings including traditional securities and certain alternative investments, tailors requests and restrictions to client needs, and delivers ongoing monitoring and periodic account reviews.
Noteworthy features for a firm of this size include a single registered advisor and a reported zero in assets under management as of the filing, and the firm’s stated willingness to accept performance‑based fee arrangements for qualified clients under applicable rules. The firm requires clients to custody assets at a single institutional custodian and discloses receipt of platform services from that custodian, and its sole principal maintains an outside business activity disclosed in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Passive / index investing
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
$300 per hour for Project-Based Financial Planning, minimum one hour; negotiable.
30% of gross profits quarterly in arrears on wealth management accounts meeting qualified client criteria with minimum $1,100,000 AUM; subject to 1.5% quarterly high water mark.
Account minimum: $1,100,000 Fee-only: Hourly fee of $300 with a one hour minimum for Project-Based Financial Planning; fees are negotiable and final fee outlined in Advisory Contract.
Main office location
Life Story Wealth Planning
6991 East Camelback Rd.,, Suite D 300
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Life Story Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Arizona
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:
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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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