Mitchel Faulkner
Destiny Wealth Partners · Tavares, Florida
Mitchel Faulkner is a fee-only financial advisor at Destiny Wealth Partners in Tavares, Florida, who holds the CFP credential. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Tavares, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MO · CRD 6745262 |
| Exams passed | Series 65 (2018) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | destinyprivatetrust.com |
How Mitchel's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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Questions about Mitchel
Is Mitchel Faulkner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchel holds no broker registration, and Destiny Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchel charge for financial advice?
Mitchel's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Mitchel Faulkner based?
Mitchel Faulkner is based in Tavares, Florida.
What credentials does Mitchel Faulkner hold?
Mitchel Faulkner holds the CFP credential.
Is Mitchel Faulkner registered with the SEC?
Yes. Mitchel Faulkner is registered as an investment adviser representative in FL and MO (CRD 6745262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Mitchel Faulkner?
Through Mitchel's website, destinyprivatetrust.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
- 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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