Marvin Mitchell
Compass Wealth · St. Louis, Missouri
Marvin Mitchell is a fee-only financial advisor at Compass Wealth in St. Louis, Missouri. Compass Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Compass Wealth |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $111.9M across 939 accounts |
| SEC registration | Investment adviser representative in GA, MO, TX · CRD 5324636 |
| Exams passed | Series 66 (2007) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.compasswealth.com |
How Marvin's firm compares
- Compass Wealth's average account is about $119,000, from its Form ADV (assets managed divided by 939 accounts).
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Questions about Marvin
Is Marvin Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marvin holds no broker registration, and Compass Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marvin charge for financial advice?
Marvin's firm, Compass Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Marvin Mitchell based?
Marvin Mitchell is based in St. Louis, Missouri.
Is Marvin Mitchell registered with the SEC?
Yes. Marvin Mitchell is registered as an investment adviser representative in GA, MO and TX (CRD 5324636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Compass Wealth manage?
Compass Wealth reports $111.9M across 939 accounts in assets under management.
How do I contact Marvin Mitchell?
Through Marvin's website, www.compasswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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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