A complete list of active advisors currently associated with Patel Wealth Strategies, Inc.

Warmer can help you find a great advisor at Patel Wealth Strategies, Inc. or one who fits your needs even better.

The firm serves individual and high-net-worth clients as well as business entities, providing ongoing asset management, financial planning and consulting to about 45 client relationships with roughly $8.9 million under management and no account minimum. Services include portfolio construction and monitoring, full financial plans and targeted consulting engagements, and access to a mutual-fund-only program through American Funds. The firm’s investment process is grounded in Modern Portfolio Theory and customized asset allocation, with monitoring and periodic rebalancing, tax-loss harvesting reviews and both long- and short-term strategies available. Although the adviser accepts discretionary authority, the majority of client assets are managed on a non-discretionary basis — the firm prepares trade recommendations but requires prior client approval for each transaction, a practice that is uncommon among peers. Distinctive features include a single-advisor structure where the sole adviser is a CFP certificant and also maintains a small outside insurance practice (disclosed and representing a modest portion of time) that may result in separate commission-based compensation. The firm does not vote client proxies, requires clients to use its selected custodians, and provides fixed-fee financial planning alongside asset management, reflecting a mix of advisory delivery and ancillary services not always typical for firms of this size.

To learn more about the advisors currently working at Patel Wealth Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.