Colin Chase is a CFP-designated registered investment advisor at Mindful Money Financial Counsel, LLC, based in Chicago, IL, with 21 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Mindful Money Financial Counsel offers two ongoing financial planning options:
- Private Client: A flat annual fee (minimum $3,600/year) for ongoing one-on-one financial planning with a dedicated advisor, including plan updates and monitoring.
- Wealth Builder Membership: A monthly subscription ($60/month) that includes a personal financial website with budgeting software, net worth tracking, and document storage, plus access to the financial planning team for hourly advice at a discounted rate.
- Initial Assessment and Discovery Process: $600 fixed fee, which may be applied to the cost of a written financial plan.
- Written Holistic Financial Plan: Flat fee ranging from $3,000 to $6,000, depending on complexity and desired services.
- Hourly Financial Planning (for non-Wealth Builder members): $600 per hour with a three-hour minimum.
Contact
Colin Chase
Location
320 W. Ohio St., Suite 3W, Chicago, IL, 60654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mindful Money Financial Counsel, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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