# Wealthmind Financial Planning

> Wealthmind Financial Planning is a state-registered investment advisory firm in Cambridge, MA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 328126
- Filed as: WEALTHMIND FINANCIAL PLANNING
- Legal name: Wealthmind Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328126
- AdvisorCensus page: https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126

## Quick answers

**How is Wealthmind Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthmind Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthmind Financial Planning located?**
Wealthmind Financial Planning's principal office is in Cambridge, MA, according to its Form ADV.

**Is Wealthmind Financial Planning registered with the SEC or a state?**
Wealthmind Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328126.

**How much does Wealthmind Financial Planning manage?**
Wealthmind Financial Planning reports $15,481,207 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Wealthmind Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Wealthmind Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328126

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,481,207
- Discretionary: $15,481,207
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,155,725 |
| High net worth individuals | Fewer than 5 | $12,325,482 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthmindfp.com](https://wealthmindfp.com)
- Facebook facebook.com
- LinkedIn @wealthmind-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthmind Financial Planning (CRD 328126): Form ADV filing data as of October 2026.