Jariwala Financial Wellness, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jariwala Financial Wellness provides fee-only comprehensive financial planning and consulting to individuals, families, and small business owners seeking guidance on budgeting, retirement and college savings, and related financial topics. The firm does not manage client assets, execute trades, or take custody; its services include tax and insurance planning guidance provided on an educational basis.
The firm's approach emphasizes investor education and DIY portfolio guidance, offering instruction on investments, mutual funds, ETFs, and portfolio construction while clients implement and maintain their own accounts. Jariwala Financial Wellness does not accept discretionary authority over client investments, and clients retain responsibility for investment decisions and the risks of loss.
Distinctive features include an ongoing subscription-style planning partnership alongside one-time flat-fee planning engagements, rather than percentage-of-assets-under-management billing. The brochure also highlights a fee-only, non‑custodial model with no commissions or referral fees and references staff experience in retirement plan operations and plan sponsor support as part of its advisory background.
Client services
Expertise
Occupation focus
Fee options
Initial planning engagements flat fees from $250 to $1,500 depending on scope and complexity.
Ongoing financial planning partnership fees of $100-$500 per month, billed monthly.
Fee-only: Initial planning flat fees ranging from $250 to $1,500 depending on scope and complexity; Ongoing financial planning partnership fees ranging from $100 to $500 per month, billed monthly.
Main office
Mesa AZ
Advisors at this office
1
Most active in
Arizona
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.
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