Daniel Mitchell
Fiorile Financial Advisory Group · Saranac Lake, New York
Daniel Mitchell is a fee-only financial advisor at Fiorile Financial Advisory Group in Saranac Lake, New York. Fiorile Financial Advisory Group reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Daniel →
Who they serve
- Retirees
Facts
| Firm | Fiorile Financial Advisory Group |
|---|---|
| Based in | Saranac Lake, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $24.5M across 52 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6014228 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fiorilecpa.com |
How Daniel's firm compares
- Fiorile Financial Advisory Group's average account is about $471,000, from its Form ADV (assets managed divided by 52 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel 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 Daniel
Is Daniel Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Fiorile Financial Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Fiorile Financial Advisory Group, reports charging hourly fees and fixed fees on its SEC Form ADV.
Does Daniel work with clients virtually?
Yes. Fiorile Financial Advisory Group says on its website that it works with clients remotely.
Where is Daniel Mitchell based?
Daniel Mitchell is based in Saranac Lake, New York.
Is Daniel Mitchell registered with the SEC?
Yes. Daniel Mitchell is registered as an investment adviser representative in NY (CRD 6014228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiorile Financial Advisory Group manage?
Fiorile Financial Advisory Group reports $24.5M across 52 accounts in assets under management.
How do I contact Daniel Mitchell?
Through Daniel's website, www.fiorilecpa.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
- Fiorile Financial Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.