Mitchell Advisory Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mitchell Advisory provides fee-only financial planning, investment advisory, and life insurance advisory services to high-net-worth individuals and select institutional clients. The firm typically delivers investment supervisory services following a comprehensive financial planning engagement and also offers plan implementation and ongoing advisory support.
The firm's investment process emphasizes an asset-allocation approach using primarily no-load mutual funds and exchange-traded funds, while also accommodating individual-stock and bond selections for clients who prefer them; accounts may be managed on a discretionary or non-discretionary basis and clients are encouraged to use discount brokerage platforms for custody and execution. The principal describes a value-investing orientation and assesses manager styles, expense ratios, and risk-adjusted performance when making selections.
Distinctive aspects include the firm’s provision of portfolio management to institutional clients—a service uncommon for single-advisor independent practices—and an explicit focus on clients with larger investment balances rather than mass‑market retail households. Operationally, the principal devotes notable time to personal trading activities and to a separate family-owned small business (each described as roughly one-fifth of his time), and the firm is a NAPFA member that adheres to a fee-only code of ethics.
Client services
Expertise
Fee options
Flat fee for financial planning and plan implementation services, based on estimated hours with 50% retainer; typical financial planning fees range from $2,000 to $5,000 depending on complexity.
$0 - $500,000: 0.25% (quarterly billing) or 0.375% (semiannual billing) $500,001 - $1,500,000: 0.20% (quarterly billing) or 0.30% (semiannual billing) $1,500,001+: 0.125% (quarterly billing) or 0.1875% (semiannual billing)
$350 per hour
Flat retainer fee for initial portfolio allocation of 0.5% or $500, whichever is greater; ongoing quarterly or semiannual investment management fees based on tiered percentages.
Account minimum: $500,000 Minimum fee: Minimum charge of $500 per quarter or $2,000 per year for quarterly billing; minimum charge of $750 per six months or $1,500 per year for semiannual billing. Fee-only: Fee-only basis; no commissions retained from product sales.
Main office
11710 Plaza America Drive, Suite 2000
Reston VA 20190
Advisors at this office
1
Most active in
Virginia
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
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