Advisor at Jariwala Financial Wellness, LLC
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Ariane Jariwala is a CFP® and Series 63-registered advisor with over 14 years of experience, including a long tenure at The Vanguard Group, Inc. She is the founder of Jariwala Financial Wellness, LLC, where she provides fee-only financial planning and consulting. Jariwala Financial Wellness serves individuals and families by offering budgeting, debt management, retirement and college-savings planning, investment education, and tax and insurance planning guidance. The firm focuses on investor education and DIY portfolio guidance, charging flat fees and subscription options rather than asset-based fees or commissions.
Based on Jariwala Financial Wellness, LLC
Based on Jariwala Financial Wellness, LLC
Initial planning engagements: $250-$500 for narrow scope; $500-$750 for focused strategy; $750-$1,500 for comprehensive plan
Ongoing follow-up reviews and ad-hoc consultations at $300 per quarter
Fee-only: Flat fees ranging from $250 to $1,500 for initial planning engagements; $300 per quarter subscription fee for ongoing follow-up reviews and consultations
Mesa, AZ
Arizona
Jariwala Financial Wellness, LLC
2026 - Present (1 year)
N/a
2025 - 2026 (1 year)
The VANGUARD GROUP, INC.
2011 - 2025 (14 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 65, Series 66
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