Advisor at Lessard Wealth Management
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
Lessard Wealth Management
Location
Scottsdale, AZ 85258
Credentials
CFP®, Series 63
Industry experience
24 years
Katrina Lessard is a CFP®-certified financial advisor with 24 years of industry experience. She is the sole advisor at Lessard Wealth Management, an independent registered investment adviser based in Scottsdale, AZ. Prior to founding her firm, Lessard has been affiliated with LPL Financial since 2015. In addition to her advisory work, she conducts financial education seminars and serves as a notary for client documents. Lessard Wealth Management provides financial planning, consulting, and discretionary portfolio management services primarily to high-net-worth individuals and their families. The firm employs a value-oriented, long-term investment approach combining fundamental and technical analysis, with customized advice delivered through modular written plans or ongoing portfolio management.
Based on Lessard Wealth Management
Based on Lessard Wealth Management
Fixed financial planning fees starting at $3,000 annually; additional fees 0.25% - 0.50% of AUM for planning services added to asset management fees
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.0% $5,000,000+: Negotiable
$300 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning hourly fee $300/hour; fixed fees starting at $3,000 annually; asset management fees negotiable based on asset size and services
7337 E Doubletree Ranch Road, Suite 195
Scottsdale, AZ 85258
Arizona · California · Texas
The Lessard Investment Group, LLC dba Lessard Wealth Management
2019 - Present (7 years)
The Lessard Investment Group, LLC dba Lessard Wealth Management
2018 - Present (8 years)
LPL Financial, llc
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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