Andrew Mitchell
Affinity Financial · Millcreek, Utah
Andrew Mitchell is a fee-only financial advisor at Affinity Financial in Millcreek, Utah. Affinity Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Affinity Financial |
|---|---|
| Based in | Millcreek, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 27 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7311347 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Andrew's firm compares
- Affinity Financial's average account is about $65,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Andrew
Is Andrew Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Affinity Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Affinity Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Mitchell based?
Andrew Mitchell is based in Millcreek, Utah.
Is Andrew Mitchell registered with the SEC?
Yes. Andrew Mitchell is registered as an investment adviser representative in UT (CRD 7311347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Affinity Financial manage?
Affinity Financial reports $1.8M across 27 accounts in assets under management.
How do I contact Andrew Mitchell?
Contact details aren't on file yet. Search for Affinity Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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