Mindful Advisory, LLC fees
Financial planner in Short Hills, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Mindful Advisory, LLC (Short Hills, NJ) charges up to $250 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the New Jersey median of $300.
“The maximum hourly fee to be charged does not exceed $250.”
- Flat or project fee
- $1,500-
$10,000 Runs from below the New Jersey median of $4,750 to above it.
“Flat fees range from $1,500 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Mindful Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “These are general fee ranges and are negotiable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 29, 2026
- CRD number
- 315290 (opens in new tab)
- Phone
- (201) 951-3509
Other planners in Short Hills that publish fees
- Dorchester Advisors LLCShort HillsHourly up to $500/hr, Flat $3,500-$10,000
More planners in New Jersey that publish fees
- Ascent Physician Wealth LLCLivingstonFlat $1,500-$5,000
- Cypress Financial PlanningHaddon HeightsFlat $1,500-$5,000
- Lavish Financial PlanningMorristownHourly $350/hr, Monthly $335-$450/mo
- Purple Dog Investments LLCSpringfieldHourly $350/hr
- Northwest Criterion Asset Management, L.L.C.PrincetonHourly $350/hr, Flat $1,000-$10,000
- Plan2prosper LLC.AndoverHourly $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.