Mindful Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Our hourly rate ranges from $350-$500, billed in 30-minute increments.”

Flat or project fee

$2,500

“We charge a one-time onboarding fee from $2,500 for individuals and $3,500 for families.”

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

How Mindful Wealth bills

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

• “No other changes to fees will be made without prior written notice 45 days in advance of any such change.”
• “Fees are paid in arrears, and on a quarterly basis.”
• “Fee increases will be communicated in writing at least 45 days in advance with an amendment to the client’s current advisory agreement.”

How Mindful Wealth’s fees compare

• Its hourly rate of $350-$500 is above the Missouri median of $250. 89% of the 88 other Missouri planners that publish an hourly rate charge less.
• 11 of the 12 other planners in St. Louis that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Missouri median of $3,550. 26% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in St. Louis that publish a flat or project fee charge less.

About Mindful Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

Minimum

$2,800 minimum fee (stated in brochure)

Clients

71

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$36,430,974

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284177

Website

mindfulwealthco.com (opens in new tab)

Phone

(407) 508-9908

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr

Compare all 44 planners in St. Louis