John Mitchell
CPA Synced Financial · Tampa, Florida
John Mitchell is a fee-only financial advisor at CPA Synced Financial in Tampa, Florida. CPA Synced Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | CPA Synced Financial |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.5M across 5 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7030874 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- CPA Synced Financial's average account is about $703,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about John
Is John Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and CPA Synced Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, CPA Synced Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Mitchell based?
John Mitchell is based in Tampa, Florida.
Is John Mitchell registered with the SEC?
Yes. John Mitchell is registered as an investment adviser representative in FL (CRD 7030874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CPA Synced Financial manage?
CPA Synced Financial reports $3.5M across 5 accounts in assets under management.
How do I contact John Mitchell?
Contact details aren't on file yet. Search for CPA Synced Financial.
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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