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Advisor

Andrew Mitchell

I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.

Fiduciary Financial Advisors · Grand Rapids, Michigan

Andrew Mitchell is a fee-only financial advisor at Fiduciary Financial Advisors in Grand Rapids, Michigan, who holds the CFP credential. Andrew charges a percentage of assets and a subscription and focuses on small business owners, family wealth transfer and equity compensation.

Percentage of assetsSubscription Fee-only Fiduciary CFP

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Specialties

Who they serve

  • High earners
  • Ultra high net worth
  • Executives
  • Founders
  • Early-career professionals
  • Multi-generational families
  • Pre-retirees
  • Physicians
  • Divorced individuals

About

I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Estate Planning
  • Executive Compensation
  • Family Office Services
  • Financial Advice & Coaching
  • Insurance Planning
  • Investment Management
  • Liquidity & Exit Planning
  • Philanthropic Planning
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Tax Strategy
  • Alternative Investments
  • Business Succession Planning
  • Cash Flow Planning
  • Charitable Giving
  • Exit Planning
  • Family Wealth Transfer
  • Trust Services
  • Financial Planning
  • Wealth Management
  • Individual Tax Services

Facts

FirmFiduciary Financial Advisors
Based in Grand Rapids, Michigan
Fee modelPercentage of assets · Subscription
Works virtuallyYes
Assets under management$500M - $1B
Firm founded2014
Firm size1 employee
CredentialsCFP
Investment approachBlend of both
SEC registration Investment adviser representative in MI · CRD 6536181
Exams passedSeries 63 (2016) · Series 65 (2019)
Firm size50 employees
Disclosures None reported
Websiteforfiduciary.com
LinkedInProfile

How Andrew's firm compares

  • Fiduciary Financial Advisors's average account is about $161,000, from its Form ADV (assets managed divided by 8,246 accounts).

What fee-only advisors charge in Michigan

Request an introduction to Andrew

Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Andrew

Is Andrew Mitchell a fee-only financial advisor?

Yes. Andrew Mitchell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

How does Andrew charge for financial advice?

Andrew charges a percentage of assets and a subscription.

Does Andrew work with clients virtually?

Yes. Fiduciary Financial Advisors says on its website that it works with clients remotely.

Where is Andrew Mitchell based?

Andrew Mitchell is based in Grand Rapids, Michigan.

What does Andrew specialize in?

Andrew's specialties include small business owners, family wealth transfer, equity compensation, retirement planning, divorce financial planning and sustainable & impact investing. Andrew works with high earners, ultra high net worth, executives, founders and early-career professionals.

What credentials does Andrew Mitchell hold?

Andrew Mitchell holds the CFP credential.

Is Andrew Mitchell registered with the SEC?

Yes. Andrew Mitchell is registered as an investment adviser representative in MI (CRD 6536181), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Fiduciary Financial Advisors manage?

Fiduciary Financial Advisors reports $500M - $1B in assets under management.

How do I contact Andrew Mitchell?

Through Andrew's website, forfiduciary.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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