Mustard Seed Wealth Management fees and pricing

Financial planner in Magnolia, Arkansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 4, 2026, Mustard Seed Wealth Management charges $250 an hour and a flat or project fee of $499 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We charge a percentage of assets under management, an hourly rate of $250 for consulting services unrelated to assets under management, or both for extensive consulting services in addition to asset management services.”
Flat or project fee
$499
“For those on the Navigator Platform, the fixed fee is $499 for a one-year term on the platform.”

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

How Mustard Seed Wealth Management bills

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

  • “Our annual portfolio management fee is billed and payable, quarterly in advance, based on the balance at end of billing period.”
  • “Our advisory fee is negotiable, depending on individual client circumstances.”
  • “We will send you an invoice showing the amount of the fee.”

How Mustard Seed Wealth Management’s fees compare

  • Its hourly rate of $250 is above the Arkansas median of $225. 53% of the 34 other Arkansas planners that publish an hourly rate charge less.
  • Its flat or project fee of $499 is below the Arkansas median of $3,600. None of the 23 other Arkansas planners that publish a flat or project fee charge less.

About Mustard Seed Wealth Management

  • Firm size: 10 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2006 (20 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
Highest asset based fee in brochure
1% a year
Clients
679
Employees
10
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$449,395,972
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
117737
Website
msfwm.com (opens in new tab)
Phone
(870) 234-1618

Can advise clients in 5 states: Arkansas, Louisiana, Nebraska, Oklahoma, Texas

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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.