Mitchell & Pahl Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mitchell & Pahl Private Wealth provides investment management, wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, businesses and charitable organizations. The firm operates as a fee‑only registered investment adviser and delivers both discretionary portfolio management and standalone or integrated financial planning services.
The firm builds tax‑aware, cost‑focused asset allocations using a blend of active and passive strategies, monitoring portfolios against each client’s cash‑flow needs, risk tolerance and time horizon. It may select independent sub‑advisers for specialized mandates and, when appropriate, uses options and other derivatives as well as limited borrowing within separately managed accounts to implement specific strategies.
Mitchell & Pahl is distinctive among supported firms for its scale relative to staff, managing roughly $400 million with two advisors—placing it in a small minority of peers with high AUM per advisor. The firm also sponsors a wrap fee program and relies on broker and clearing relationships that provide institutional trading access and an asset‑match offering from the broker, and its documented use of derivatives and borrowing in separately managed accounts is less common for firms of this type.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services, payable monthly or quarterly in advance
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Hourly rates for financial planning and consulting services (up to $20,000 max fee)
Fee-only: Fee-only basis, no commissions
Main office
1001 NW 71st Street, Suite 4
Oklahoma City OK 73116
Advisors at this office
2
Most active in
California · Louisiana · Nebraska · Oklahoma · Texas
Also doing business as
Mitchell & Pahl Private Wealth · Mitchell & Pahl Private Wealth, LLC
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.
Advisors at this firm
Brian M
Series 66
Oklahoma City, OK
Mitchell & Pahl Private Wealth
Brian Mitchell is a financial advisor at Mitchell & Pahl Private Wealth in Oklahoma City, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves on the board of the W.J. Jones Family Foundation and is involved with the Mitchell Family Foundation. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs tax-aware, cost-focused asset allocations combining active and passive strategies and utilizes options, derivatives, and limited borrowing within separately managed accounts when appropriate.
Candace P
Series 63, Series 65
Oklahoma City, OK
Mitchell & Pahl Private Wealth
Candace Pahl is a financial advisor at Mitchell & Pahl Private Wealth with 21 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2020. Pahl serves on the boards of several private family foundations and philanthropic organizations and is co-owner of an EMS fitness studio, where she contributes to marketing and client recruitment. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a tax-aware, cost-focused approach using a combination of active and passive strategies and offers discretionary portfolio management as well as standalone or integrated financial planning.
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