Mindful Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,873,393
Total clients
36
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$663,150
Client services
Fee options
Project-based financial planning fixed fees starting at $2,650 up to $50,000; On-going Flat Fee Financial Planning starts at $10,000 with onboarding fees of $2,500 for individuals and $3,500 for families.
$0 - $2,000,000: 1.00% $2,000,001+: 0.50%
$450 per hour, billed in 30-minute increments for financial planning services.
Account minimum: No strict minimum account size; however, for the Schwab Institutional Intelligent Portfolios® Program, the minimum investment required is $5,000, with $50,000 minimum to enroll in the tax-loss harvesting feature. Fee-only: On-going Flat Fee Financial Planning starts at $10,000, billed quarterly in arrears; Project-based Financial Planning fixed fees start from $2,650 up to $50,000; Hourly Financial Planning at $450 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mindful Wealth LLC
5431 Chippewa St
St. Louis MO 63109, United States
Number of offices
2
Forms ADV
Quick links
Advisors at this firm
Otto R
CFP®, EA
St. Louis, MO
Mindful Wealth LLC
Mindful Wealth is an independent financial planning and investment advisory firm dedicated to helping individuals and families navigate financial complexity with clarity, confidence, and intention. We believe that financial planning is not simply about managing money; it is about helping people live meaningful lives aligned with their values, goals, and evolving circumstances. Money touches every aspect of life: career decisions, family relationships, health, geography, opportunity, and legacy. Yet traditional financial advice often focuses narrowly on investments or isolated transactions. At Mindful Wealth, we take a different approach. We view financial planning as an integrated, ongoing process that connects every financial decision to the broader story of a person’s life. Our work begins not with markets or products, but with people. We partner with clients during moments of transition, growth, uncertainty, and reinvention to help them make thoughtful financial decisions in an increasingly complex world.
Arielle T
CFP®
St. Louis, MO
Mindful Wealth LLC
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