Build Wealth Partners fees and pricing
Financial planner in Gilbert, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 24, 2026, Build Wealth Partners charges $300 an hour and a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our standard hourly rate is $300 per hour.”
- Monthly fee
- $1,000/mo
“The Firm's minimum monthly fee is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Build Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The monthly fee is payable in advance every 30 days beginning on the effective date of the Advisory Agreement.”
- “Any fee adjustment will be communicated to the Client in advance.”
How Build Wealth Partners’ fees compare
- Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 10 of the 15 other planners in Gilbert that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Build Wealth Partners
“Our firm provides a comprehensive advisory solution that combines Wealth Management and Business Consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342705
- Phone
- (916) 899-7027
Other planners in Gilbert that publish fees
- Brightguide FinancialGilbert$299-$4,999
- Clarity Wealth Management, L.L.C.Gilbert$150-$250/hr
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
- East Valley Wealth LLCGilbert$300-$500/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.