Mindful Money Financial Counsel, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
110
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
110
Average account size
$0
About
Mindful Money Financial Counsel serves individuals, families, and small business owners with fee-only financial planning and investment advisory consultation delivered primarily through hourly and fixed-fee engagements, written holistic financial plans, and subscription membership options. The firm offers a structured three-step planning process and provides both one-time plans and ongoing planning relationships for clients who seek monitoring or periodic updates.
MMFC does not accept custody of client assets or provide portfolio management; advice generally terminates upon delivery of a written plan unless the client engages ongoing services. When making investment recommendations, the firm emphasizes asset allocation and a largely passive, low-cost approach using index mutual funds and exchange-traded funds.
Compared with many independent advisers, MMFC runs an education-oriented practice that includes seminars and speaking engagements and a subscription “Wealth Builder” membership that provides a personal financial website with budgeting tools, net worth tracking, and an electronic document vault plus discounted access to the planner. The firm also departs from common industry practices by not managing client assets, not charging percentage-of-assets fees, and leaving implementation and brokerage arrangements to clients.
Client services
Financial planning
Educational seminars or workshops
Fee options
Initial Assessment: $600 fixed fee; Written Holistic Financial Plan: $3,000 - $6,000 flat fee; Educational seminars: fees range from free to $3,000 per seminar or $0 to $600 per participant; Private Client: minimum $3,600 annual flat fee; Wealth Builder Membership: $60 per month per household subscription
$600 per hour standard rate; $300 per hour for Wealth Builder members (50% discount); 3-hour minimum for non-members
Minimum fee: $3,600 per year minimum annual fee for Private Client service Fee-only: Fixed fees and hourly fees only, no commissions or performance fees
Main office location
Mindful Money Financial Counsel, LLC
320 W. Ohio St., Suite 3 W
Chicago IL 60654, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")