Wealthmind Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,481,207
Clients
10
0% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
Very LowAverage account size
$1,548,121
About
Wealthmind Financial Planning is a fee-only advisory firm that provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $15.48 million for about ten clients and offers both ongoing planning bundled with investment management and project‑based or one‑time financial planning engagements.
The firm develops individualized investment policies and implements them using a mix of passive and active strategies grounded in modern portfolio theory, primarily through stocks, bonds, mutual funds, and ETFs, with the option to incorporate socially responsible (ESG) screens. Portfolio supervision is discretionary with quarterly reviews, and financial planning work covers cash flow, retirement, tax, estate, insurance, and business planning as appropriate to each client’s circumstances.
Noteworthy features include the firm’s recent changes to its service model — it removed the non‑discretionary trading option and no longer offers ongoing planning without investment management — and its explicit policy not to aggregate or block trades across client accounts. The firm, founded and registered in 2023, discloses use of Charles Schwab’s institutional platform (and the attendant custodial support services that can create potential conflicts) and its principal holds CFP® and RICP® credentials.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
One-time financial plan offered for a fixed fee based on nature and complexity; estimate provided prior to engagement
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.50% $3,000,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
$425 per hour for Project-Based Financial Planning, fees negotiable
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management services Fee-only: Project-Based Financial Planning charged at $425 per hour, fees negotiable
Main office location
Wealthmind Financial Planning
Cambridge MA, United States
Number of offices
2
Most active in
Wealthmind Financial Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts · North Carolina
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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