Mitchell Advisory Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,218,417
Clients
25
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$3,768,737
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
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Life insurance needs analysis
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 location
Mitchell Advisory Inc
11710 Plaza America Drive, Suite 2000
Reston VA 20190, United States
Number of offices
1
Most active in
Mitchell Advisory Inc has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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