J
Jariwala Financial Wellness, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Jariwala Financial Wellness provides fee-only financial planning and consulting to individuals and families seeking comprehensive advice. The firm offers budgeting, debt management, retirement and college-savings planning, investment education and portfolio guidance, and it does not manage client accounts or take custody of client assets.
The firm’s work is education-focused: it delivers investment education on mutual funds, ETFs and DIY portfolio strategies and provides written plans and guidance while clients implement their own investments and retain decision-making authority. Engagements are billed as flat fees for planning with an option for an ongoing subscription for follow-up reviews rather than percentage-of-assets-under-management billing.
What is distinctive for a firm in this category is its combination of a flat-fee/subscription pricing model and an explicit DIY education emphasis, rather than AUM-based management or custody of assets. The brochure also notes no commissions or third‑party referral fees and that the managing member is a CFP-certified professional with prior industry experience, which supports the firm’s advisory and educational focus.
Client services
Financial planning
Educational seminars or workshops
Expertise
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Demographic focus
Mid-Career Professionals
Fee options
Initial planning engagements: $250-$500 for narrow scope; $500-$750 for focused strategy; $750-$1,500 for comprehensive plan
Ongoing follow-up reviews and ad-hoc consultations at $300 per quarter
Fee-only: Flat fees ranging from $250 to $1,500 for initial planning engagements; $300 per quarter subscription fee for ongoing follow-up reviews and consultations
Main office location
Jariwala Financial Wellness, LLC
7133 East Posada Avenue
Mesa AZ 85212, United States
Number of offices
1
Most active in
Jariwala Financial Wellness, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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