Insights

Premium Service Niche Mindful Money Financial Counsel specializes in fee-only, holistic financial planning with transparent flat fee and hourly options, appealing to high-net-worth individuals seeking personalized, conflict-free advice.

Award-Winning Reputation Receiving the Top Rated Local award and a high rating score signifies a strong community reputation and client trust, providing an entry point for premium marketing partnerships and referrals.

Growth Potential With revenue between 1 million and 10 million and a small team, there is significant room for growth through strategic expansion, technology integration, or additional service offerings targeting similar customer segments.

Technology Display Utilization of modern web tools like JSON-LD, Cloudflare, and Vimeo indicates openness to digital engagement, opening opportunities to offer online advisory services or upgraded digital marketing strategies.

Market Alignment Positioned among large and well-known competitors like Schwab and Vanguard, there is a strong opportunity to differentiate through personalized, holistic advice tailored to clients seeking high-touch financial planning outside traditional banks.

Mindful Money Financial Counsel, LLC Tech Stack

Mindful Money Financial Counsel, LLC uses 8 technology products and services including RSS, Stimulus, JSON-LD, and more. Explore Mindful Money Financial Counsel, LLC's tech stack below.

RSS

Content Management System

Stimulus

Javascript Frameworks

JSON-LD

Javascript Frameworks

Choices

Javascript Libraries

HSTS

Security

Cloudflare Bot Management

Security

Google Tag Manager

Tag Management

Vimeo

Video Players

Mindful Money Financial Counsel, LLC Email Formats	Example	Percentage
FirstLast@mindfulmoneyfinancial.com	JohnDoe@mindfulmoneyfinancial.com	50%
FirstLast@mindfulmoneyfinancial.com	JohnDoe@mindfulmoneyfinancial.com	50%

Mindful Money Financial Counsel, LLC Email Formats

Example

Percentage

FirstLast@mindfulmoneyfinancial.com

JohnDoe@mindfulmoneyfinancial.com

50%

FirstLast@mindfulmoneyfinancial.com

JohnDoe@mindfulmoneyfinancial.com

50%

Frequently Asked Questions

Where is Mindful Money Financial Counsel, LLC's headquarters located?

Mindful Money Financial Counsel, LLC's main headquarters is located at 320 West Ohio Street 3w Chicago, Illinois 60654 United States. The company has employees across 1 continents, including North America.

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.

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

Mindful Money Financial Counsel, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

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

As of February 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 RSSStimulusJSON-LDChoicesHSTSCloudflare Bot ManagementGoogle Tag ManagerVimeo.

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 Priority Hints, Squarespace, HSTS, Modernizr, Google Hosted Libraries.

Financial ServicesIllinois, United States0-1 Employees

Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice on a flat fee and hourly-as-needed basis. 

Our financial planning process has been designed around your needs. Whether you are looking for one-time financial advice or an ongoing relationship with a financial advisor, we have affordable, transparent solutions to meet your needs. 

Our financial planning and investment advice services are primarily through individual consultations and written financial plans.

Insights

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