Build Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Build Wealth Partners provides integrated wealth management and business consulting to individuals, high‑net‑worth clients, and corporations or other businesses. The firm delivers financial planning and investment management together as a single engagement and also offers project‑based, hourly consulting for specific business and financial needs.
The firm’s investment work is guided by modern portfolio principles and a mix of passive and active vehicles, with discretionary portfolio management available for both individual and institutional accounts. Portfolios may include stocks, bonds, mutual funds, and ETFs, and can be customized for tax efficiency, ESG preferences, and client‑imposed restrictions.
Distinctive features include a fee‑only structure that combines a fixed recurring advisory arrangement with the option for hourly consulting, and a pricing approach that incorporates a client’s business gross revenue as part of engagement design. The firm requires use of a designated custodial platform, does not aggregate block trades, currently reports no assets under management and has no active advisors registered with the SEC, and is not registered as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
$0 - $3,000,000: $1,000 per month flat fee $3,000,001 - $5,000,000: $1,500 per month flat fee $5,000,001 - $10,000,000: $2,500 per month flat fee $10,000,001+: Negotiated fee not to exceed $5,000 per month
Standard hourly consulting rate is $300 per hour, negotiable
Minimum fee: Minimum monthly fee of $1,000 for Wealth Management and Business Consulting services Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
Gilbert AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Build Wealth Partners · Build Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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