Mindful Capital Management fees and pricing

Financial planner in Decatur, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 20, 2026, Mindful Capital Management charges $250⁠-⁠$500 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“$250–$500 per hour for services provided outside of an ongoing discretionary asset management relationship.”
Flat or project fee
$2,500⁠-⁠$10,000
“Fixed fees for financial planning, investment consulting, and project engagements for individual and family clients range from $2,500 to $10,000 per engagement.”

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

How Mindful Capital Management bills

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

  • “Asset-based fees are calculated quarterly and deducted from client assets based on their value at the end of the previous quarter, and are therefore paid in arrears.”
  • “Fees may be paid by direct debit from client accounts or by invoice.”
  • “Hourly fees are billed in arrears upon completion of services or monthly for ongoing hourly engagements.”

How Mindful Capital Management’s fees compare

  • Its hourly rate of $250-$500 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Decatur that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Georgia median of $5,000. 67% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Decatur that publish a flat or project fee charge less.

About Mindful Capital Management

“Mindful Capital Management, LLC is an independent fee-only registered investment adviser providing investment advisory services to individuals, families, retirement plan sponsors, and institutional clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Elias J. McQuade
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2026.

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
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$1,926,115
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340794
Website
mindfulcapitalmgt.com (opens in new tab)
Phone
(404) 981-4331

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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.