Firm
Mindset Wealth Management
Indianapolis, Indiana
Fee-only
Mindset Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 274 individual clients, 189 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 276 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | mindsetwealthmanagement.com |
| [email protected] | |
| Phone | (317) 348-4655 |
Mindset Wealth Management fees
Mindset Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $445 million |
| Individual clients | 85 |
| High-net-worth clients | 189 |
| Accounts managed | 276 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129731) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 330384 |