Welch Private Wealth
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About
Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm also periodically offers educational seminars and workshops for groups and the public.
The firm’s investment process blends fundamental analysis with Modern Portfolio Theory to create customized investment policy statements and asset allocations, and it can incorporate socially responsible (ESG) strategies at a client’s direction. Services are offered under multiple billing arrangements — including fixed-fee projects, hourly engagements, and asset-based management — and clients receive written or electronic financial plans with ongoing monitoring.
Distinctive features disclosed in the brochure include the firm’s provision of paid seminars and hourly planning engagements, and its use of project-based fixed fees, which are relatively uncommon for firms without active registered advisors. The firm reports no assets under management and discloses the principal’s outside full-time role as an F‑35 instructor pilot in the U.S. Air Force Reserves, a business‑activity detail noted in its regulatory filings.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fee for comprehensive financial plan with initial one-time fee of $1,000; Project-Based Financial Planning fixed fees between $3,000 and $10,000
Investment Management fees are 1.00% of assets under management, may be negotiable
Hourly Financial Planning engagements at $350/hour
Minimum fee: Minimum annual fee of $6,000 for Financial Planning and Wealth Management Services Fee-only: Project-Based Financial Planning fixed fees ranging from $3,000 to $10,000; Hourly Financial Planning at $350 per hour
Main office
Litchfield Park 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
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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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