What is Mindful Money Financial Counsel, LLC's NAICS code?

Mindful Money Financial Counsel, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Premium fee-only Mindful Money Financial Counsel operates as a fee-only, flat-fee and hourly-advisory firm, indicating potential for targeting high net-worth clients seeking transparent pricing and personalized, ongoing financial planning services.

Local excellence Chicago-based with recognized local awards and a strong reputation (Top Rated Local in Illinois) present a sales opening to leverage reputation in regional marketing and referrals within the Midwest financial community.

Tech-enabled service Utilizes accessible tools (Calendly, Squarespace, Microsoft 365, Vimeo) to streamline intake, scheduling, and client delivery, suggesting opportunities to upsell digital concierge features or scalable virtual planning for broader geographies.

Growth potential Revenue range reported at $1M–$10M with a small team (0-1 employees) implies potential for scalable advisory capacity, partnerships, or white-label service arrangements to expand capacity without compromising the fee-only model.

Competitive positioning Competitors include large, tech-forward firms with substantial assets under management; Mindful Money can differentiate on holistic planning, transparency, and personalized service to attract clients seeking bespoke financial coaching and fee clarity.

Mindful Money Financial Counsel, LLC Tech Stack

Mindful Money Financial Counsel, LLC uses 8 technology products and services including Calendly, RSS, Squarespace, and more. Explore Mindful Money Financial Counsel, LLC's tech stack below.

Calendly

Appointment Scheduling

RSS

Content Management System

Squarespace

Content Management System

Squarespace Commerce

E-commerce

Microsoft 365

Choices

Javascript Libraries

jQuery

Javascript Libraries

Vimeo

Video Players

Mindful Money Financial Counsel, LLC Email Formats	Example	Percentage
FirstLast@mindfulmoneyfinancial.com	JohnDoe@mindfulmoneyfinancial.com	100%

Mindful Money Financial Counsel, LLC Email Formats

Example

Percentage

FirstLast@mindfulmoneyfinancial.com

JohnDoe@mindfulmoneyfinancial.com

100%

Frequently Asked Questions

What is Mindful Money Financial Counsel, LLC's phone number?

You can contact Mindful Money Financial Counsel, LLC's main corporate office by phone at

+1-312-846-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mindful Money Financial Counsel, LLC's official website and social media links?

Mindful Money Financial Counsel, LLC's official website is mindfulmoneyfinancial.com and has social profiles on LinkedIn.

How much revenue does Mindful Money Financial Counsel, LLC generate?

As of October 2026, Mindful Money Financial Counsel, LLC's annual revenue is estimated to be $1M - $10M.

What is Mindful Money Financial Counsel, LLC's SIC code and NAICS code?

Mindful Money Financial Counsel, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Mindful Money Financial Counsel, LLC have currently?

As of October 2026, Mindful Money Financial Counsel, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Owner: C. M. Explore Mindful Money Financial Counsel, LLC's employee directory with LeadIQ.

What industry does Mindful Money Financial Counsel, LLC belong to?

Mindful Money Financial Counsel, LLC operates in the Financial Services industry.

What technology does Mindful Money Financial Counsel, LLC use?

Mindful Money Financial Counsel, LLC's tech stack includes Calendly, RSS, Squarespace, Squarespace Commerce, Microsoft 365, Choices, jQuery and Vimeo.

What is Mindful Money Financial Counsel, LLC's email format?

Mindful Money Financial Counsel, LLC's email format typically follows the pattern of FirstLast@mindfulmoneyfinancial.com. Find more Mindful Money Financial Counsel, LLC email formats with LeadIQ.

When was Mindful Money Financial Counsel, LLC founded?

Mindful Money Financial Counsel, LLC was founded in 2010.

Mindful Money Financial Counsel, LLC

Q: What technology does Mindful Money Financial Counsel, LLC use?

Mindful Money Financial Counsel, LLC's tech stack includes Sitelinks Search Box, Cloudflare, Stimulus, Cloudflare Bot Management, Priority Hints.

Financial ServicesIllinois, United States0-1 Employees

Mindful Money Financial Counsel, LLC is a financial services firm based in Chicago, Illinois. It provides fee-only, holistic financial planning and investment advice on a flat-fee basis and on an hourly-as-needed basis. Services are delivered primarily through individual consultations and written financial plans, with options for one-time financial guidance or an ongoing advisory relationship. The company operates as a very small practice, with 0-1 employees. In 2022, it received a Top Rated Local award for financial advisers in Illinois, with a rating score of 94.00.

Insights

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