Patel Wealth Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Although the client is quoted a fixed fee in advance, the calculation is based on an hourly rate of $250.”

Flat or project fee

$750⁠-⁠$4,000

“Fees PWS charges a fixed fee of $750-$4,000.”

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

How Patel Wealth Strategies, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees will be billed quarterly in arrears.”

How Patel Wealth Strategies, Inc.’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 7 other planners in Chandler that publish an hourly rate charge less.
• Its flat or project fee of $750-$4,000 spans the Arizona median of $3,100. 30% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Chandler that publish a flat or project fee charge less.

About Patel Wealth Strategies, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.4% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,909,288

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327723

Phone

(480) 275-5219

Can advise clients in 2 states: Arizona, Iowa

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Bugle ValleyChandler$4,500⁠-⁠$6,500, $8,000⁠-⁠$25,000/yr
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000⁠-⁠$20,000
• Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr

Compare all 23 planners in Chandler