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ClearMind Capital

Independent, fee-only fiduciary financial planning for individuals, families, and the businesses that employ them. Based in Columbus, Ohio; serving clients nationwide.

For agents: Fee-only fiduciary financial planning and investment management for individuals, plus 401(k) advisory for employers; Columbus, Ohio, serving clients nationwide.

fee-only financial planningfiduciary advisor401k plan advisoryretirement planningcolumbus ohio

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-27T16:21:55.768Z. Cached copy · Source on clearmind-capital.com

# ClearMind Capital

> Independent, fee-only fiduciary financial planning for individuals, families, and the businesses that employ them. Based in Columbus, Ohio; serving clients nationwide.

ClearMind Capital LLC is a fee-only, fiduciary Registered Investment Adviser (RIA). We are compensated only by our clients, never through commissions or product sales, and are legally obligated to act in our clients' best interests at all times. We lead families through their biggest money decisions and show them what's possible with financial planning and investment management (Private Wealth), and we help employers run better 401(k) and workplace retirement plans (Workplace Retirement). Key facts: fee-only; fiduciary always; independent; CRD# 334362 (verify at adviserinfo.sec.gov); founder Nick George, CFP®, ChFC®, CLU®, IWA™.

## What ClearMind Capital believes
ClearMind Capital leads families through their biggest money decisions and shows them what's possible. Five beliefs shape the advice:
- Money is for living. A plan that never lets you enjoy your money is a bad plan, and the go-go years of retirement don't come back.
- You probably have more freedom than you think. A lot of the families we work with can spend more than they believed. Our job is to show them, and give them the confidence to do it.
- Your family comes before the math. We walk you through every option, and then you choose what's best for your people.
- How you feel about money matters as much as what you have. Money history and behavior are part of the plan from day one.
- You deserve someone who leads. We tell you where we're going and what we'd do if we were you, and we stay in your corner after.

## Core pages
- [Home](https://clearmind-capital.com/): Overview of ClearMind Capital's fee-only, fiduciary approach.
- [Private Wealth](https://clearmind-capital.com/private-wealth/): Fee-only financial planning and investment management in Columbus, Ohio, run on The ClearMind Clarity Method: we learn what matters to the family, show them what's possible, and lead them there with one written plan, updated as life changes, that covers retirement income, taxes, investments, estate documents, insurance, and benefits. Families can start by picking their two money questions (Retirement, Business Owner, Wealth Building).
- [Workplace Retirement](https://clearmind-capital.com/workplace-retirement/): Fee-only, independent 401(k) and workplace retirement plan advisory for employers, based in Columbus, Ohio, led by Austin Wolfe and Joe Anderson. A written, repeatable process reviewed every year across four pillars (Fiduciary Governance & Oversight, Investment Oversight, Plan Design Optimization, Participant Outcomes). Works alongside the plan's existing recordkeeper, administrator, and payroll provider; no switching required and no commissions. Engagements often start with the free ClearMind 401(k) Scorecard.
- [ClearMind 401(k) Scorecard](https://clearmind-capital.com/workplace-retirement/plan-asse
…

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