Life Story Wealth Planning
Investment Management • 
Scottsdale, Arizona, United States • 1-10 Employees
Company overview
| Headquarters | 6991 E Camelback Rd, D-300, Scottsdale, Arizona 85251, US |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Strategy, Family Wealth, Relationship-Based Advising |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Life Story Wealth Planning
Alex Hilbert
Founder
Life Story Wealth Planning Email Formats
Life Story Wealth Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@lifestorywp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lifestorywp.com | 100% |
About Life Story Wealth Planning
At Life Story Wealth Planning, we believe financial planning is about more than numbers — it’s about people, dreams, and stories. We partner with a select number of families to craft personalized, flexible strategies that grow and evolve alongside their lives. Unlike most firms, we waive annual planning fees for life for qualified clients. Instead, we use a one-time onboarding fee, so our success stays aligned with yours — always. Our Approach: 1. Listen to Your Story 2. Craft a Personalized Plan 3. Walk the Journey With You Our Services: Financial Life Planning Investment Management Retirement Income Planning Estate & Legacy Planning At the heart of everything we do is a simple promise: to help you live the life you’ve dreamed of, with confidence, peace of mind, and freedom. Let’s write the next chapter together.
Life Story Wealth Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Life Story Wealth Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Life Story Wealth Planning has never raised funding before.
Ireland
Portugal
Frequently asked questions
4.8
40,000 users
