Chad W. Lawyer

LIFE STRATEGY PARTNERS | Life Strategy Partners

TUCSON, AZ 85718

CRD#: 6107777

Professional summary

Chad William Lawyer, CFP®, who also goes by Chad William Lawyer, Chad Lawyer, is a registered financial advisor currently at LIFE STRATEGY PARTNERS located in Tucson, Arizona.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chad has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

What makes you the best choice for clients?

Fee-only wealth manager that specializes in tax-smart distribution planning for individuals 50 and older.

What are your service offerings?

Social Security Planning

Retirement Planning

Investment Planning

Retirement Income Management

Tax Planning

Comprehensive Financial Planni...

Life Transitions

Estate Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Chad William Lawyer | Chad Lawyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the other business: YRB Educational Whether the business is investment-related: Not investment-related The address of the other business: 4720 N Calle Desecada, Tucson, AZ 85718 The nature of the other business: Educational Company Your position: Chief Educational Officer Title, or relationship with the other business: Founder The start date of your relationship: 07/15/2024 Approximate number of hours/month you devote to the other business: 15 Hours Number of hours you devote to the other business during securities trading hours: 0 Hours Briefly describe your duties relating to the other business: Online educational platform offering courses on retirement planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad William Lawyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

September 3, 2024 - Present

LIFE STRATEGY PARTNERS

Office #1: 6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718

RIA

CRD#: 332925

TUCSON, AZ

Past

June 23, 2023 - February 21, 2024

LPL FINANCIAL LLC

CRD#: 6413

TUCSON, AZ

Past

June 16, 2023 - February 21, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUCSON, AZ

Past

June 23, 2020 - March 9, 2022

LIFE STRATEGY PARTNERS

RIA

CRD#: 309365

TUCSON, AZ

Past

July 6, 2018 - October 11, 2019

TCI WEALTH ADVISORS, INC.

RIA

CRD#: 107373

TUCSON, AZ

Past

July 25, 2017 - April 23, 2018

CAVU WEALTH ADVISORS

RIA

CRD#: 151361

WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/3/2024)

IAR

Texas
(6/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/9/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/25/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/7/2022

Securities Industry Essentials Examination

Current Firm

LIFE STRATEGY PARTNERS

LIFE STRATEGY PARTNERS | LIFE STRATEGY PARTNERS INC.

CRD#: 332925 / SEC#:

Arizona

Registered Investment Advisory firm - (9/3/2024 Approved)

Texas

Registered Investment Advisory firm - (6/3/2025 Conditional Restricted)

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Contact information

Main Address

6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718

Mailing Address

Phone number

(520) 222-9604

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 3,496,336

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Chad W. Lawyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad William Lawyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LIFE STRATEGY PARTNERS

TCI WEALTH ADVISORS, INC.

CAVU WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/9/2023

Series 65

Date: 7/25/2017

Series 7TO

Date: 6/23/2023

SIE

Date: 6/7/2022

Current Firm

LIFE STRATEGY PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFE STRATEGY PARTNERS

TRUST BUT VERIFY

Contact information

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