Wealthmind Financial Planning

Overview

Wealthmind Financial Planning is an independent, individual-owned registered investment adviser operating as an LLC that serves individuals and families. Its stated advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee types — AUM-based fees supplemented by hourly and fixed-fee engagements — and identifies itself as an active ESG investor, suggesting environmental, social, or governance considerations are incorporated into portfolio decisions. The firm does not act as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives