# Colin Chase

> Colin Chase is a fee-only financial advisor at Mindful Money Financial Counsel in Chicago, Illinois, who holds the CFP and MBA credentials. Colin charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $720 a year and one-time plans from $600) and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/colin-chase/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mindful Money Financial Counsel
- **Based in:** Chicago, Illinois
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $720 a year; one-time plans from $600; $300 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, MBA
- **Specialties:** Flat-fee planning
- **Works with:** Mid-life transitions
- **CRD:** 4365511 (https://adviserinfo.sec.gov/individual/summary/4365511)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2001), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://mindfulmoneyfinancial.com

## Frequently asked questions

### Is Colin Chase a fee-only financial advisor?

Yes. Colin Chase is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Colin's firm.

### How does Colin charge for financial advice?

Colin charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Colin charge?

According to Mindful Money Financial Counsel's website, checked October 28, 2026: ongoing planning from $720 a year; one-time plans from $600; $300 an hour; no asset minimum.

### Where is Colin Chase based?

Colin Chase is based in Chicago, Illinois.

### What does Colin specialize in?

Colin's specialties include flat-fee planning. Colin works with mid-life transitions.

### What credentials does Colin Chase hold?

Colin Chase holds the CFP and MBA credentials.

### Is Colin Chase registered with the SEC?

Yes. Colin Chase is registered as an investment adviser representative in IL (CRD 4365511), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Colin Chase?

Through Colin's website, mindfulmoneyfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/colin-chase-10011): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mindfulmoneyfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.