Mandala Financial Advisors
Salida, Colorado
Mandala Financial Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 11 of them high net worth.
- Its average account is about $385,000 (assets it manages divided by its 66 accounts).
- Its hourly rate of $300 is in line with the Colorado median of $290.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Salida, Colorado |
|---|---|
| Website | mandala.financial |
| [email protected] | |
| Phone | (312) 890-6221 |
Questions about Mandala Financial Advisors
How much does Mandala Financial Advisors charge?
Mandala Financial Advisors publishes these prices: one-time plan: from $4,500; hourly: $300 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Mandala Financial Advisors paid?
Mandala Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Mandala Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Mandala Financial Advisors.
What is the average account at Mandala Financial Advisors?
Mandala Financial Advisors's average account is about $385,000. That's the assets on its Form ADV divided by its 66 accounts.
What does Mandala Financial Advisors specialize in?
Mandala Financial Advisors's advisors and website list sustainable & impact investing, retirement planning, estate & legacy planning and tax planning.
Is Mandala Financial Advisors accepting new clients?
Yes, according to Mandala Financial Advisors's website, checked October 28, 2026.
Mandala Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,500 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Fee for a One-Time Comprehensive Financial Plan typically ranges between $4,500 and $9,000" source
"Fees are based on an hourly rate of $300." source
"First $1,000,000 1.00%" source
"Fees are based on the value of assets we manage directly" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 10 |
| High-net-worth clients | 11 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 304810 |