Build Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves a mixed client base that includes individuals (both non‑high‑net‑worth and high‑net‑worth), as well as trusts, estates, corporations and charitable organizations, and offers investment advisory and portfolio management alongside financial planning and tax preparation/ongoing tax advice. It provides discretionary portfolio management through client-designated custodians and also offers standalone planning, coaching, and single-account managed solutions.
Investment strategy is primarily long‑term and ETF/mutual‑fund oriented, with portfolios constructed to match client goals, risk tolerance, and tax considerations; the firm may also use individual equities, bonds, or options and applies disciplined rebalancing and internal due diligence. The firm routinely evaluates rollovers and account-level tax impacts and supports clients through both ongoing management and project-based planning engagements, using a mix of percentage‑of‑AUM, retainer, hourly, and fixed fees.
Noteworthy among investment‑manager peers, the firm maintains an affiliation with a CPA firm that serves as a principal referral source and participates in delivering tax services, an arrangement that is uncommon in this category. Combined with its provision of direct tax preparation and coaching and its use of multiple billing models (including hourly and fixed retainer options), the firm’s integrated tax–investment service model and client mix are atypical for managers that more often focus solely on pooled or institutional mandates.
Client services
Expertise
Fee options
Flat fees range from $300 to $5,000 on a per project basis; fixed fees for retainer services range from $1,495 to $9,900 annually depending on service.
Hourly fees range from $185 to $300 per hour.
Fee-only: Fixed fees for financial planning and advisory services range from $1,495 to $9,900 annually or per project, depending on service complexity; hourly fees range from $185 to $300 per hour.
Main office
Aventura FL
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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