Jariwala Financial Wellness, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$1,500

“Flat fees for initial planning engagements range from $250 to $1,500 depending on scope and complexity of work. o $250-$500:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jariwala Financial Wellness, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are invoiced and payable via check, ACH, or other pre-arranged methods.”

How Jariwala Financial Wellness, LLC’s fees compare

• Its flat or project fee of $250-$1,500 is below the Arizona median of $3,100. 8% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 11 other planners in Mesa that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Jariwala Financial Wellness, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338561

Phone

(480) 262-9243

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000

Compare all 23 planners in Mesa