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ClearMind Capital

com.clearmind-capital/clearmind

Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews

Yes, your AI can use this right now.Answered a live MCP handshake in 123 ms with no sign-in needed and exposes 7 tools.

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URL: https://clearmind-capital.com/mcp

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Pulled straight from the server with tools/list on 2026-10-17.
get_firm_overviewread-only

Facts about ClearMind Capital LLC, a fee-only fiduciary registered investment adviser in Columbus, Ohio: services, advisers and credentials, fee schedules, custodian, regulatory IDs (CRD), contact details, and links to the Form ADV summary and SEC record. Takes no arguments, needs no auth, and returns the same published snapshot on every call. Use for any question about the firm itself. For money

search_answersread-only

Keyword search over ClearMind Capital's published Q&A answers and Clarity Corner articles on retirement, Social Security, taxes (including Ohio and Columbus), investing, estate planning and trusts, 401(k) and workplace retirement plans, cash balance plans, and working with a fee-only advisor. Returns the best matches, each with the published answer text and its source URL, or an empty list with br

list_clarity_cornerread-only

List ClearMind Capital's Clarity Corner education library, newest first, with titles, summaries, dates, and URLs. Every result also includes the full list of topic names, so call it with no arguments first to see which topics exist. No auth. Use to browse or find recent content. To answer a specific question use search_answers, which ranks by relevance instead of date.

get_booking_optionsread-only

Booking links and contact details so a person can reach ClearMind Capital themselves. Individuals and families (planning, investments, estate plan) book with the Private Wealth team; business owners and HR leads (401(k), cash balance plans) book with the Workplace Retirement team. Returns links, phone, email, and the client login only. This server never books, submits, or stores anyone's informati

find_401k_planread-only

Search the public U.S. Department of Labor Form 5500-SF filings that power the ClearMind 401(k) Scorecard. Covers 401(k) plans in all 50 states and DC that file the 5500-SF (usually under 100 participants); larger plans file the full Form 5500 and are not included, and a miss returns an empty list with a link to request a hand-built Scorecard. Search by name needs the two-letter state the company

get_401k_scorecard_previewread-only

Preview of the ClearMind 401(k) Scorecard for one plan: overall 0-100 score, band (Strength, Monitor, Priority), headline, and a short story of the plan, scored from its latest public Form 5500-SF filing, with the filing date and data source. Not an audit or compliance determination. The full five-area breakdown is on the Scorecard page, not returned here. No auth. Step 2 of 2: get the plan_id fro

estimate_2026_income_taxread-only

Runs ClearMind Capital's public 2026 income tax estimator: federal brackets (IRS Rev. Proc. 2025-32), the chosen state's 2026 brackets (all 50 states and DC; Ohio includes its statutory $332 base above $26,050), and optionally the City of Columbus 2.5% income tax. Returns each layer's tax, the combined total, the effective rate, the top federal bracket, and a bracket-by-bracket breakdown, plus the

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