Eli Mitcham
Asset Lift Wealth Management · Cypress, Texas
Eli Mitcham is a fee-only financial advisor at Asset Lift Wealth Management in Cypress, Texas. Eli charges a percentage of assets and hourly fees ($250 an hour and 1.15% a year on the first tier of assets managed) and focuses on estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Asset Lift Wealth Management |
|---|---|
| Based in | Cypress, Texas |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $250 an hour · 1.15% a year on the first tier of assets managed · A $100,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $10.2M across 37 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4412493 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.assetlift.com |
| Profile |
How Eli's firm compares
- The hourly rate is $250, in line with the Texas median of $250 for fee-only firms that publish prices.
- Asset Lift Wealth Management's average account is about $277,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Eli
Is Eli Mitcham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eli holds no broker registration, and Asset Lift Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eli charge for financial advice?
Eli charges a percentage of assets and hourly fees.
How much does Eli charge?
According to Asset Lift Wealth Management's website, checked October 30, 2026: $250 an hour; 1.15% a year on the first tier of assets managed; a $100,000 asset minimum.
Does Eli work with clients virtually?
Yes. Asset Lift Wealth Management says on its website that it works with clients remotely.
Where is Eli Mitcham based?
Eli Mitcham is based in Cypress, Texas.
What does Eli specialize in?
Eli's specialties include estate & legacy planning and tax planning. Eli works with retirees and pre-retirees.
Is Eli Mitcham registered with the SEC?
Yes. Eli Mitcham is registered as an investment adviser representative in TX (CRD 4412493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Lift Wealth Management manage?
Asset Lift Wealth Management reports $10.2M across 37 accounts in assets under management.
How do I contact Eli Mitcham?
Through Eli's website, www.assetlift.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
- Asset Lift Wealth Management 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.
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