PlannerFees

Mindful Asset Planning fees and pricing

Financial planner in Apple Valley, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 1, 2026, Mindful Asset Planning charges a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500
“Initial one-time fee for plan evaluation is $1,500/couple or $1,000/individual (plus $500/business), or as agreed.”

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

How Mindful Asset Planning bills

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

  • “These are billed at the standard hourly rate.”
  • “When investment supervision is provided as a stand-alone service due to a special situation, it is billed at the regular financial planning sliding scale rate relative to supervised assets, or at a flat rate as agreed.”
  • “Billing Planning fees are calculated quarterly and assessed in advance and are based on supervised assets or are flat amounts as agreed.”

How Mindful Asset Planning’s fees compare

  • Its flat or project fee of $1,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Mindful Asset Planning

“Types of Clients Description MAP provides financial advice to individuals, families, trusts and estates, charitable organizations, and small business retirement or benefit plans (which are usually for these same individuals, families, or entities).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 22 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Business owners

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
3% a year
Minimum
No minimum stated in brochure
Employees
22
Works with
Pooled investment vehicles
Services reported to regulators
Financial planning and portfolio management for pooled investment vehicles
Assets managed
$529,453,785
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
113965
Website
linkedin.com/company/mindful-asset-planning (opens in new tab)
Phone
(952) 432-4666

Can advise clients in 6 states: Arizona, Florida, Minnesota, Nebraska, Texas, Wisconsin

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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.