Groundwork Financial Partners is a registered investment advisor located in Phoenix, Arizona, founded in 2025. The firm provides personalized investment management, ongoing and project-based financial planning, retirement plan consulting, and tax planning and preparation services. Groundwork Financial Partners acts as a fiduciary, legally required to act in your best interest, and operates as a fee-only firm meaning they are compensated solely by clients and do not earn commissions from selling financial products. The firm primarily tailors its services to individuals, high-net-worth individuals, businesses, and pension plans. Investment management services involve creating customized asset allocations and portfolios using stocks, bonds, mutual funds, and exchange-traded funds, with discretionary or non-discretionary trading authority. Financial planning covers comprehensive life areas including retirement, cash flow, estate planning, insurance, employee benefits, and business consulting. Groundwork Financial Partners also offers specialized tax planning, bookkeeping support, and tax return preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $2.0M | 0.90% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are negotiable and calculated using a blended tier schedule based on the average daily balance, paid quarterly in arrears.