Advisor at Life Strategy Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Life Strategy Partners
Location
Tucson, AZ 85718
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
Ananda Das is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Life Strategy Partners. His prior roles include positions at LPL Financial and multiple Wells Fargo entities. Outside of his advisory work, he holds a notary commission, though he is not actively offering this service. Life Strategy Partners is a two-advisor firm that provides investment management and financial planning services to both individual and institutional clients. The firm emphasizes long-term, passive investment strategies focused on retirement income planning and integrates institutional liability-driven approaches with client education and comprehensive planning offerings.
Based on Life Strategy Partners
Based on Life Strategy Partners
One-time comprehensive financial planning fees range from $1,500 to $75,000, negotiable; Social Security Maximization analysis: $350 individual, $450 couple; Medicare Roadmap analysis: $650 individual, $750 couple
$0 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,000+: 0.20%
$250 to $750 per hour depending on complexity for Financial Planning services
Account minimum: $500,000 minimum for Standard Pricing Model (Investment Management and Comprehensive Financial Planning services); $0 minimum for Hybrid Pricing Model Fee-only: Hourly rate between $250 and $750 per hour for Financial Planning; Fixed fees for one-time comprehensive financial planning ranging from $1,500 to $75,000; Flat fees for Social Security Maximization ($350 individual, $450 couple) and Medicare Roadmap ($650 individual, $750 couple)
6340 N. Campbell Ave., Suite 270
Tucson, AZ 85718
Arizona · Texas
Life Strategy Partners
2024 - Present (2 years)
LPL Financial
2022 - 2024 (2 years)
Wells Fargo Clearing
2016 - 2022 (6 years)
WELLS FARGO Advisors, LLC
2012 - 2016 (4 years)
Wells Fargo Bank N.a.
2007 - 2022 (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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