Mitchel Katz-Winnick
My Portfolio Guide · Seal Beach, California
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).
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Who they serve
- Retirees
- Ultra high net worth
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 |
| Assets under management | $201.0M across 653 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7441351 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myportfolioguide.com |
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Questions about Mitchel
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.
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
- My Portfolio Guide 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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