About ClearMind Capital
ClearMind Capital LLC is an independent, fee-only fiduciary registered investment adviser in Columbus, Ohio. We build financial plans and manage investments for individuals and families, and we advise employers on their 401(k) and workplace retirement plans.
I wanted to build the firm I'd want to hire.
I started ClearMind Capital in December 2024. A few things weren't up for negotiation. Clients pay us and nobody else does. We're fiduciaries for the whole relationship, not just for the ten minutes around a transaction. And when you call, someone who knows your file picks up.
The planning software and the portfolios are table stakes. What I kept running into was people who had done most of the right things, saved well, stayed employed, avoided the obvious mistakes, and still couldn't tell you whether they were going to be okay. Nobody had ever put the whole picture in front of them at once. That's the gap we work in.
We're small on purpose. It's the only way I know to keep the advice specific to you.
Nick George, CFP®, ChFC®, CLU®, IWA™ | Founder
What we believe
We lead families through their biggest money decisions and show them what's possible. These are the beliefs behind how we do it.
- 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.
The firm at a glance
| Legal name | ClearMind Capital LLC |
| Founded | December 2024, as an Ohio limited liability company |
| Registration | Registered investment adviser, State of Ohio |
| Firm CRD number | 334362 (verify on the SEC's IAPD site) |
| Compensation | Fee-only |
| Standard of care | Fiduciary, for the whole relationship |
| Membership | NAPFA, the National Association of Personal Financial Advisors |
| Custodian | Altruist Financial LLC (unaffiliated, member FINRA/SIPC) |
| Owner & Chief Compliance Officer | Nicholas George, CFP®, ChFC®, CLU®, IWA™ |
| Office | 840 S Front St, Columbus, OH 43206 | (614) 618-0108 |
| Clients served | Individuals, families, and employers across Central Ohio and nationwide |
| Client reviews | Read client reviews on Wealthtender |
How we're paid
Fee-only means the only pay we receive comes from the families we work with, so the advice stays about you. Fiduciary means we are legally bound to act in your best interest, at all times. We work with clients in Columbus, across Ohio, and nationwide, and everything can be done virtually.
Our exact fee schedules, for investment management and workplace retirement plan advisory, are published in full on our Form ADV summary. We'd rather you read the numbers before the first call than after.
What we do
Private Wealth
Financial planning and investment management for individuals, couples, and families: retirement income, Roth conversions, equity compensation, Social Security timing, tax coordination, and the portfolio that has to support all of it. See Private Wealth.
Workplace Retirement
Advisory services for employers who sponsor a 401(k) or other defined-contribution plan. Fee benchmarking, investment-menu oversight, documented fiduciary process, plan design, vendor evaluation, and employee education. We can serve as an ERISA section 3(38) investment manager. See Workplace Retirement.
Who you'll work with
Where we work
Our office is at 840 S Front St in the Brewery District, just south of downtown Columbus. We work in person with clients across Central Ohio, including Dublin, Worthington, Bexley, Upper Arlington, Westerville, Hilliard, and German Village, and we work virtually with clients throughout Ohio and the rest of the country.
How to check us out
You shouldn't take our word for any of this. Four places to verify it independently:
- SEC Investment Adviser Public Disclosure, firm CRD# 334362. Registration status, Form ADV, and disciplinary history.
- NAPFA. Membership requires fee-only compensation and an annual fiduciary oath.
- CFP Board. Nick's CFP® certification and standing.
- Our Form ADV summary. Services, exact fees, and conflicts, in plain language.
Common questions
What is ClearMind Capital?
ClearMind Capital LLC is a fee-only, fiduciary registered investment adviser based in Columbus, Ohio. The firm provides financial planning and investment management to individuals and families, and advisory services to employers that sponsor 401(k) and other workplace retirement plans. It was founded in December 2024 and its firm CRD number is 334362.
What does ClearMind Capital believe about money?
We lead families through their biggest money decisions and show them what's possible. Five beliefs shape how we do it. Money is for living, so a plan that never lets you enjoy your money is a bad plan. You probably have more freedom than you think. Your family comes before the math: we walk you through every option, and you choose what is best for your people. How you feel about money matters as much as what you have. And you deserve someone who leads, who tells you what they would do in your place and stays in your corner after.
Who owns ClearMind Capital?
ClearMind Capital LLC is independently owned by its founder, Nick George, CFP®, ChFC®, CLU®, IWA™, who also serves as Chief Compliance Officer. The firm has no parent company, no broker-dealer affiliation, and no outside ownership.
Is ClearMind Capital a fiduciary?
Yes. ClearMind Capital LLC is a registered investment adviser and owes a fiduciary duty to its clients for the entire relationship, not only at the point of a transaction. The firm is fee-only, so it earns no commissions, revenue sharing, or third-party compensation of any kind.
What does fee-only mean at ClearMind Capital?
Clients are the only ones who pay ClearMind Capital. The firm accepts no commissions, no revenue sharing from fund companies, no referral payments, and no compensation from recordkeepers or insurers. Fee-only is also verified by NAPFA, the National Association of Personal Financial Advisors, of which the firm is a member.
Where is ClearMind Capital located?
ClearMind Capital is at 840 S Front St in the Brewery District, just south of downtown Columbus, Ohio 43206. The firm meets clients by appointment and works with clients across Central Ohio and nationwide, virtually.
Who holds ClearMind Capital client accounts?
Client assets are held at Altruist Financial LLC, an unaffiliated SEC-registered broker-dealer and member of FINRA and SIPC. ClearMind Capital does not take custody of client funds or securities.
How do I verify ClearMind Capital is legitimate?
Look up firm CRD# 334362 on the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov, which shows the firm's registration, its Form ADV, and any disciplinary history. Nick George's CFP® certification can be verified at the CFP Board's site, and the firm's fee-only status at napfa.org.
Where can I read client reviews of ClearMind Capital?
Client reviews of Nick George and ClearMind Capital are published on Wealthtender, an independent review platform for financial advisors: https://wealthtender.com/financial-advisors/nick-george-cfp-chfc-clu-iwa/ Each review there shows the reviewer's relationship to the firm and discloses any compensation or conflicts of interest. Reviews may not be representative of every client's experience and are not a guarantee of future performance or success.
What is ClearMind Capital's account minimum?
The firm generally works with clients who have at least $100,000 in investable assets. Below that level, a minimum annual advisory fee of $1,200 may apply. Workplace retirement plan advisory is priced separately and carries no asset minimum.
Want to see what this looks like for you?
This page is general information for people exploring our services and is not investment, tax, or legal advice or a recommendation for any specific person or situation. The examples are illustrative, are not based on actual clients, and are not a promise of results. Strategies such as S-corp elections, backdoor and mega-backdoor Roth contributions, equity-comp decisions, and deferred compensation depend on your specific situation and current law, so confirm the details with a qualified professional before acting. ClearMind Capital LLC is a registered investment adviser; registration does not imply a certain level of skill or training. Past performance is not indicative of future results.
