Mindful Wealth Planning manages investment portfolios and offers financial planning services, including comprehensive planning, ongoing flat-fee planning, project-based planning, and hourly planning. Financial planning covers college savings, employee benefits, financial goals, insurance, investment analysis, retirement planning, risk management, estate planning, tax strategies, US inbound/outbound international planning, business planning, and cash flow/debt management. Mindful Wealth acts as a fiduciary, prioritizing client interests.
Assets Under Management$36M
Clients72
Advisors2
Avg. per Client$510K
Avg. per Advisor$18M
www.mindfulwealthco.com ·pursestrings.co/professional/financial-planner/... ·www.cfp.net/about-cfp-board/our-initiatives/inc...
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.50% |
Additional annual financial planning fee applies, ranging between $5,000 and $50,000. Initial onboarding fees may also apply, up to one quarter of the annual comprehensive fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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