Lessard Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,581,088
Total clients
110
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
110
Average account size
$350,737
About
Lessard Wealth Management is an independent, single‑advisor registered investment adviser that provides financial planning, consulting, and discretionary portfolio management to individuals and families, reporting about $32.7 million in discretionary assets across roughly 58 client relationships. The firm places client accounts on LPL- and Schwab-sponsored custody and program platforms and can implement third‑party model portfolios and separately managed account strategies through those programs.
The firm emphasizes a value‑oriented, long‑term investment approach while using both fundamental and technical analysis and a blend of strategic and tactical asset allocation; advice is tailored one‑on‑one and delivered through modular written plans or ongoing portfolio management. Clients may receive a mix of traditional portfolio management and access to algorithm-driven Guided Wealth Portfolios and other LPL model strategies, with the adviser responsible for assessing suitability and monitoring accounts.
Notably, the firm states it works exclusively with high‑net‑worth individuals and their families, a client focus that distinguishes it from many independents that primarily serve non‑HNW retail clients, and it periodically offers educational seminars and workshops — a service uncommon among peers. The firm’s principal also maintains broker‑dealer and insurance registrations that permit implementation of brokerage and insurance solutions; the brochure discloses these relationships and describes policies intended to address the resulting conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
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
Main office location
Lessard Wealth Management
7337 E Doubletree Ranch Road, Suite 195
Scottsdale AZ 85258, United States
Number of offices
1
Most active in
Lessard Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
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
Quick links
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