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
Other planners in Arkansas that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Antoine Wealth ManagementConway$600-$6,500, $600-$6,500/yr
- Apex Wealth ManagementSearcy$175/hr
- Asheri Grove Financial PlanningConway$1,500-$3,500, $150-$1,250/mo
- Brown Capital Management, LLCLittle Rock$200/hr
- C & S Capital Management, Inc.Bismarck$150/hr, $1,000
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.