Building Wealth Financial Advisory LLC
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About
Building Wealth Financial Advisory LLC provides fee-only fiduciary financial planning and non‑discretionary investment advice to individuals, families, high‑net‑worth clients, and trusts. Services described in the brochure include introductory financial education, hourly advice, comprehensive planning, and an ongoing subscription guidance option.
The firm’s investment approach favors long‑term, tax‑efficient portfolios built with low‑cost, diversified passive ETFs and is informed by fundamental analysis, macroeconomic evaluation, and periodic technical review. Advice is provided on a non‑discretionary basis, with clients maintaining custody of their accounts and reviews scheduled according to the chosen service engagement.
Noteworthy aspects include an explicit transition away from discretionary, asset‑based management toward hourly, fixed‑fee, and subscription compensation and a formal offering of financial education—features that are less common among independent advisers. The firm also highlights a no‑commission/no‑third‑party compensation policy, no account minimum tied to discretionary management, and a practice of not taking custody of client assets.
Client services
Expertise
Fee options
Financial Clarity Session: $250; Comprehensive Financial Plan: $1,000
$100/hour
Ongoing Financial Guidance: $50/month
Minimum fee: Not explicitly stated, but Financial Clarity Session fee is $250; Comprehensive Financial Plan is $1,000 Fee-only: Hourly Financial Advice: $100/hour; Financial Clarity Session: $250; Comprehensive Financial Plan: $1,000; Ongoing Financial Guidance: $50/month
Main office
Paris MO
Advisors at this office
1
Most active in
Missouri
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
Quick links
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