# Ian Mitz

> Ian Mitz is a fee-only financial advisor at Mitz Wealth Management in Pasco, Washington, who holds the CFP and ChFC credentials. Ian charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,400 and $300 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/ian-mitz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mitz Wealth Management
- **Based in:** Pasco, Washington
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,400; $300 an hour; 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $8.4M across 48 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning
- **CRD:** 4484452 (https://adviserinfo.sec.gov/individual/summary/4484452)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mitzwm.com

## Frequently asked questions

### Is Ian Mitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Mitz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ian charge for financial advice?

Ian charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Ian charge?

According to Mitz Wealth Management's website, checked October 30, 2026: one-time plans from $2,400; $300 an hour; 1.25% a year on the first tier of assets managed.

### Where is Ian Mitz based?

Ian Mitz is based in Pasco, Washington.

### What does Ian specialize in?

Ian's specialties include retirement planning.

### What credentials does Ian Mitz hold?

Ian Mitz holds the CFP and ChFC credentials.

### Is Ian Mitz registered with the SEC?

Yes. Ian Mitz is registered as an investment adviser representative in WA (CRD 4484452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mitz Wealth Management manage?

Mitz Wealth Management reports $8.4M across 48 accounts in assets under management.

### How do I contact Ian Mitz?

Through Ian's website, www.mitzwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4484452): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mitzwm.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.