Mandala Financial Advisors LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Fees for this service are determined at an hourly rate of $300, billed monthly, in arrears.”

Flat or project fee

$4,500

“One-Time Fee - $4,500, paid in advance by electronic funds transfer or check.”

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

How Mandala Financial Advisors LLC bills

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

• “Annual Fee - The Annual Fee is prorated, paid in arrears on a quarterly basis, and may be negotiable.”
• “Accounts terminated within a calendar quarter will be charged a prorated fee based on services provided through the date of 8 termination.”
• “Because fees are paid in arrears, Clients will only be invoiced for services rendered prior to termination.”

How Mandala Financial Advisors LLC’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $4,500 is below the Colorado median of $5,250. 42% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Salida that publish a flat or project fee charge less.

About Mandala Financial Advisors LLC

• Principal: John McGowan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$25,387,735

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304810

Website

mandala.financial (opens in new tab)

Phone

(312) 890-6221

Can advise clients in 2 states: Colorado, Iowa

Other planners in Salida that publish fees

• Salida Financial Advice and PlanningSalida$4,000⁠-⁠$15,000
• Spurr Financial Planning, Inc.Salida$225/hr, $2,500
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr

Compare all 4 planners in Salida