Firm
Mindful Wealth LLC
St Louis, Florida
Fee-only
Mindful Wealth LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 71 individual clients, 23 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 145 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | St Louis, Florida |
|---|---|
| Website | mindfulwealthstl.com |
| [email protected] | |
| Phone | (771) 475-1070 |
Mindful Wealth LLC 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 $5,000 a year |
|---|---|
| One-time plan | From $3,500 |
| Asset-based fee | 0.7% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"Individuals: $5,000 annually" source
"From $3,500" source
"0.70% annually of assets under management" source
"0.70% annually of assets under management" 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 | $36 million |
| Individual clients | 48 |
| High-net-worth clients | 23 |
| Accounts managed | 145 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 284177 |