Fee-only adviser · Chandler, AZ
Patel Wealth Strategies, Inc.
Patel Wealth Strategies, Inc. is a fee-only investment adviser registered with the securities regulators of Arizona, Iowa, with its main office in Chandler, Arizona. On its latest Form ADV, filed February 23, 2026, it reports $8.9M in regulatory assets under management, 45 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, Iowa |
|---|---|
| Firm CRD number | 327723 |
| Office | 3100 W Ray Road Suite 201 Chandler, AZ 85226 |
| Phone | (480) 275-5219 |
| Website | Not listed |
| Regulatory assets under management | $8.9M ($2.1M discretionary) |
| Individual clients | 36 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chandler
- Ironwood Wealth Management, LLC $608M
- Future Bright $121M
- Macc IV Group $41M
- Sonmore Financial LLC $87M
- Innovative Financial Solutions, Inc. $93M
- Wlth Capital Management, LLC $230M
See all 12 fee-only advisers in Chandler →
Nearby
- Gilbert 10 firms
- Tempe 10 firms
- Mesa 9 firms
- Phoenix 49 firms
- Paradise Valley 1 firm
- Scottsdale 78 firms
- Fountain Hills 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Patel Wealth Strategies, Inc.? Update this listing.