Clearmind Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“A one-time fee of $5,000 is due at the end of the first calendar quarter following execution of the Client Services Agreement, in addition to the base advisory fee.”

Monthly fee

$100⁠-⁠$1,200/mo

“Fees are paid monthly in advance and generally range from $100 to $1,200 per month, depending on factors such as the scope of services, complexity of the Client’s financial situation, estimated time and resources required, and the overall advisory relationship.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clearmind Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “In cases where the asset-based advisory fee does not meet the minimum fee, CMC may invoice the Client for the difference.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Clearmind Capital’s fees compare

• Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 9 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About Clearmind Capital

• Principal: Nicholas George
• Firm size: 4 employees.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

25

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$13,909,314

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334362

Website

youtube.com/@clearmindcapital (opens in new tab)

Phone

(614) 254-5501

Other planners in Columbus that publish fees

• Alexander Financial Planning, Inc.Columbus$350⁠-⁠$500, $3,000⁠-⁠$7,000/yr
• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000
• Finance 180Columbus$400⁠-⁠$4,000, $3,750/qtr

Compare all 52 planners in Columbus