Brian Mitchell
Mitchell & Pahl Private Wealth · Oklahoma City, Oklahoma
Brian Mitchell is a fee-only financial advisor at Mitchell & Pahl Private Wealth in Oklahoma City, Oklahoma. Mitchell & Pahl Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mitchell & Pahl Private Wealth |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $449.9M across 920 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 4498478 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mpprivatewealth.com |
How Brian's firm compares
- Mitchell & Pahl Private Wealth's average account is about $489,000, from its Form ADV (assets managed divided by 920 accounts).
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Questions about Brian
Is Brian Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Mitchell & Pahl Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Mitchell & Pahl Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Mitchell based?
Brian Mitchell is based in Oklahoma City, Oklahoma.
Is Brian Mitchell registered with the SEC?
Yes. Brian Mitchell is registered as an investment adviser representative in OK and TX (CRD 4498478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mitchell & Pahl Private Wealth manage?
Mitchell & Pahl Private Wealth reports $449.9M across 920 accounts in assets under management.
How do I contact Brian Mitchell?
Through Brian's website, mpprivatewealth.com.
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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