Mindful Millions Management PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mindful Millions Management provides financial planning and individual portfolio management primarily to engaged, growth-oriented individuals and households. The firm offers both ongoing advisory relationships and point-in-time engagements, including hourly or project-based planning sessions, plus educational workshops and a subscription-based financial-education service.
Its planning process follows a CFP®-aligned, holistic approach that integrates goal setting, risk-assessment questionnaires, liquidity analysis, and implementation checklists. Investment recommendations emphasize long-term asset allocation implemented largely through low-cost ETFs and mutual funds, with options for both discretionary and non-discretionary arrangements and coordination of tax and estate considerations as client complexity increases.
The firm operates on a small, solo-practitioner model and uses a mix of fixed-fee educational products and hourly or project pricing for advice—features that are less common among firms in its category. It manages a concentrated, single high-net-worth household relationship on the chosen custodian platform, does not charge performance-based fees, and is not structured as a private fund adviser.
Client services
Expertise
Demographic focus
Fee options
$100,000 - $250,000: Not explicitly stated (service tier: Awareness) $250,001 - $1,000,000: Not explicitly stated (service tier: Growth) $1,000,001 - $10,000,000: Not explicitly stated (service tier: Abundance) $10,000,001 - $20,000,000+: Not explicitly stated (service tier: Freedom)
$290 per hour for 60-Minute Session; $400 per hour for Custom Plan (project-based)
$100 per month or $1,200 per year for Awakening Plan (educational subscription)
Account minimum: $100,000
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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