Mitchel Needelman
Spectrum Asset Management · Newport Beach, California
Mitchel Needelman is a fee-only financial advisor at Spectrum Asset Management in Newport Beach, California, who holds the CFA credential. Mitchel focuses on retirement planning and tax planning. Spectrum Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Mid-life transitions
Facts
| Firm | Spectrum Asset Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $657.3M across 932 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4599154 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.myspectrum.com |
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Questions about Mitchel
Is Mitchel Needelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchel holds no broker registration, and Spectrum Asset Management 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, Spectrum Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchel Needelman based?
Mitchel Needelman is based in Newport Beach, California.
What does Mitchel specialize in?
Mitchel's specialties include retirement planning and tax planning. Mitchel works with executives, retirees and mid-life transitions.
What credentials does Mitchel Needelman hold?
Mitchel Needelman holds the CFA credential.
Is Mitchel Needelman registered with the SEC?
Yes. Mitchel Needelman is registered as an investment adviser representative in CA (CRD 4599154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Asset Management manage?
Spectrum Asset Management reports $657.3M across 932 accounts in assets under management.
How do I contact Mitchel Needelman?
Through Mitchel's website, www.myspectrum.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
- Spectrum Asset Management 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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