Ian Mitz
Mitz Wealth Management · Pasco, Washington
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.
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Specialties
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 | $8.4M across 48 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WA · CRD 4484452 |
| Exams passed | Series 63 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mitzwm.com |
| Profile |
How Ian's firm compares
- A one-time plan starts at $2,400, below the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Washington median of $300 for fee-only firms that publish prices.
- Mitz Wealth Management's average account is about $175,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Ian
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.
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
- Mitz 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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