PlannerFees

Mindful Money Financial Counsel, LLC fees and pricing

Financial planner in Chicago, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 3, 2026, Mindful Money Financial Counsel, LLC charges $600 an hour, a flat or project fee of $3,000⁠-⁠$6,000, a monthly fee of $60, and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$600/hr
“Fees for personalized financial planning and investment advisory services are $600 per hour.”
Flat or project fee
$3,000⁠-⁠$6,000
“Fees for holistic written financial plans typically range between $3,000 $6,000.”
Monthly fee
$60/mo
“Amount: $60 per month per household.”
Annual fee
$3,600/yr
“Minimum annual fee: $3,600 per year. 8 Payment terms:”

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

How Mindful Money Financial Counsel, LLC bills

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

  • “Payment is due in full upon completion of the financial plan.”
  • “No pro-rata refunds will be offered when cancelling membership.”
  • “The hourly fee is billed in 15-minute increments.”

How Mindful Money Financial Counsel, LLC’s fees compare

  • Its hourly rate of $600 is above the Illinois median of $273. 96% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 51 of the 54 other planners in Chicago that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$6,000 spans the Illinois median of $4,500. 49% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • 18 of the 41 other planners in Chicago that publish a flat or project fee charge less.
  • Its annual fee of $3,600 is below the Illinois median of $7,500. 23% of the 77 other Illinois planners that publish an annual fee charge less.
  • 5 of the 25 other planners in Chicago that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mindful Money Financial Counsel, LLC

“We offer personalized financial planning and investment advice on a fixed fee and hourly basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Minimum
$3,600 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155614
Website
mindfulmoneyfinancial.com (opens in new tab)
Phone
(312) 846-1437

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