MeasuredMint, LLC

MeasuredMint, LLC provides financial planning and tailored financial advice to individuals and high‑net‑worth individuals, covering areas such as business planning, cash‑flow and debt management, retirement and estate planning, tax planning, and investment analysis. The firm operates as a fee‑only adviser and, per its brochure, does not manage client assets or accept custody; services are delivered through hourly or fixed‑fee engagements rather than ongoing asset management arrangements.

The firm’s investment recommendations are grounded in Modern Portfolio Theory and emphasize asset allocation, a blend of passive and active fund choices, and analysis of mutual fund/ETF managers and tax efficiency. Advice is generally delivered as discrete plans or recommendations (the brochure states advice is not ongoing and terminates on delivery), and clients are responsible for implementing transactions because the firm does not execute trades on their behalf.

MeasuredMint’s business model is noteworthy for an adviser registered in an investment‑manager context: it charges hourly advice ($450/hour) and fixed planning fees (stated range $2,400–$45,000) and does not charge percentage‑of‑AUM fees, an uncommon fee approach for firms in this regulatory category. The firm is a recently formed, single‑principal practice whose lead has CFP and equity‑compensation credentials and prior retail brokerage branch experience, and it stresses tailoring engagement scope (including negotiable complexity) to set fees.