Build Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Build Wealth Partners serves individuals, high-net-worth clients, and corporations or other businesses with a combined offering of wealth management, investment management, and financial planning alongside business consulting and project-based hourly services for business owners. Its service menu includes ongoing discretionary portfolio management, tax-aware financial planning, and business-focused consulting such as strategic analysis, cash-flow and profitability optimization, bookkeeping and payroll support.
The firm delivers wealth management and business consulting as a single, unified engagement rather than as separate optional services and operates on a fee-only model with advisory fees determined primarily by a client’s business gross revenue instead of a percentage of assets. Investment implementation emphasizes asset allocation aligned with Modern Portfolio Theory, a mix of passive and active strategies, tax-loss harvesting where appropriate, and the option to incorporate socially responsible (ESG) investments per client preference.
Distinctive features relative to many independent peers include actively working with corporate/institutional clients as well as individual investors, a multi‑principal ownership structure rather than a solo practitioner model, and an emphasis on integrated business operations support in addition to traditional investment advice. Operationally, the firm requires clients to use a single institutional custody platform and executes trades on an individual-account basis rather than aggregating block trades.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $3,000,000: $1,000 per month $3,000,001 - $5,000,000: $1,500 per month $5,000,001 - $10,000,000: $2,500 per month $10,000,001+: Negotiated up to $5,000 per month
$300 per hour standard rate for consulting services, negotiable
Monthly fixed advisory fee based on annual gross revenue tiers for combined Wealth Management and Business Consulting services
Minimum fee: Minimum monthly combined fee of $1,000 (equivalent annual minimum of $12,000) for Wealth Management and Business Consulting services Fee-only: Fee-only firm compensated solely by client fees; 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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