Colin Chase
Mindful Money Financial Counsel · Chicago, Illinois
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.
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Specialties
Who they serve
- Mid-life transitions
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 |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL · CRD 4365511 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mindfulmoneyfinancial.com |
How Colin's firm compares
- Ongoing planning starts at $720 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $600, below the Illinois median of $2,625 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Colin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Mindful Money Financial Counsel website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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