# Mitchel Katz-Winnick

> Mitchel Katz-Winnick is a fee-only financial advisor at My Portfolio Guide in Seal Beach, California, who holds the CFP credential. Mitchel charges a percentage of assets (0.9% a year on the first tier of assets managed).

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

## Facts

- **Firm:** My Portfolio Guide
- **Based in:** Seal Beach, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.9% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $201.0M across 653 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Ultra high net worth
- **CRD:** 7441351 (https://adviserinfo.sec.gov/individual/summary/7441351)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.myportfolioguide.com/

## Frequently asked questions

### Is Mitchel Katz-Winnick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mitchel holds no broker registration, and My Portfolio Guide 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 charges a percentage of assets.

### How much does Mitchel charge?

According to My Portfolio Guide's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.

### Where is Mitchel Katz-Winnick based?

Mitchel Katz-Winnick is based in Seal Beach, California.

### What credentials does Mitchel Katz-Winnick hold?

Mitchel Katz-Winnick holds the CFP credential.

### Is Mitchel Katz-Winnick registered with the SEC?

Yes. Mitchel Katz-Winnick is registered as an investment adviser representative in CA (CRD 7441351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does My Portfolio Guide manage?

My Portfolio Guide reports $201.0M across 653 accounts in assets under management.

### How do I contact Mitchel Katz-Winnick?

Through Mitchel's website, www.myportfolioguide.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7441351): 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.myportfolioguide.com/): specialties, clients served, and fees, checked October 30, 2026

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