Mundell Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Mundell Asset Management LLC bills

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

• “Clients placed with Third Party Money Manager will be billed in accordance with the Third Party Money Manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “The payments are received in two installments: half at the commencement of the planning process, balance of the final payment is due upon delivery of completed plan.”
• “Client may cancel within five (5) days of signing Agreement for a full refund.”

How Mundell Asset Management LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mundell Asset Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151000

Website

mundellassetmanagement.com (opens in new tab)

Phone

(330) 854-6555

Other planners in Canal Fulton that publish fees

• Wrought Iron Financial LLCCanal Fulton$200/hr, $500⁠-⁠$4,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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