Mindful Money Financial Counsel at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $720 a year, below the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | mindfulmoneyfinancial.com |
| [email protected] | |
| Phone | (050) 662-0379 |
Questions about Mindful Money Financial Counsel
How much does Mindful Money Financial Counsel charge?
Mindful Money Financial Counsel publishes these prices: ongoing planning: from $720 a year; one-time plan: from $600; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
Does Mindful Money Financial Counsel have an account minimum?
No. Mindful Money Financial Counsel says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Mindful Money Financial Counsel paid?
Mindful Money Financial Counsel's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Mindful Money Financial Counsel have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Mindful Money Financial Counsel.
What does Mindful Money Financial Counsel specialize in?
Mindful Money Financial Counsel's advisors and website list flat-fee planning.
Is Mindful Money Financial Counsel accepting new clients?
Yes, according to Mindful Money Financial Counsel's website, checked October 28, 2026.
Mindful Money Financial Counsel 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.
| Ongoing planning | From $720 a year |
|---|---|
| One-time plan | From $600 |
| Hourly | $300 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"ongoing financial planning fees start at $60 a month" source
"Initial planning fees start at $600" source
"Hourly as needed advice for members $300/hour" source
"No investment minimums" 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 155614 |