Michelle Patel
Patel Wealth Strategies · Chandler, Arizona
Michelle Patel is a fee-only financial advisor at Patel Wealth Strategies in Chandler, Arizona, who holds the CFP credential. Patel Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Patel Wealth Strategies |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.9M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IA · CRD 4560278 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michelle's firm compares
- Patel Wealth Strategies's average account is about $148,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Michelle
Is Michelle Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Patel Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Patel Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michelle Patel based?
Michelle Patel is based in Chandler, Arizona.
What credentials does Michelle Patel hold?
Michelle Patel holds the CFP credential.
Is Michelle Patel registered with the SEC?
Yes. Michelle Patel is registered as an investment adviser representative in AZ and IA (CRD 4560278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Patel Wealth Strategies manage?
Patel Wealth Strategies reports $8.9M across 60 accounts in assets under management.
How do I contact Michelle Patel?
Contact details aren't on file yet. Search for Patel Wealth Strategies.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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