Jariwala Financial Wellness provides financial planning services on a flat-fee basis. Services include budgeting, debt management, retirement and college savings planning, investment education, and tax and insurance planning guidance. Clients implement their own investments. Jariwala Financial Wellness does not manage client investment accounts or take custody of funds.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Jariwala Financial Wellness offers ongoing follow-up reviews and ad-hoc consultations at a subscription rate of $300 per quarter, which is $1200 per year.
- Narrow scope, low complexity project — $250-$500 (e.g., 401(k) rollover, setting up a 529 plan)
- Focused financial strategy limited to one planning area — $500-$750 (e.g., retirement readiness check or debt payoff roadmap)
- Comprehensive financial plan integrating multiple areas of financial system — $750-$1,500 (e.g., cash flow + debt + investments analysis and recommendations)
Annual Retainer:$1,200/year
One-Time Plan:$250 - $1,500
Loading...