# Mitchell Anderson

> Mitchell Anderson is a fee-only financial advisor at EFinancial Alliance in Franklin, Tennessee, who holds the CFP and MBA credentials. Mitchell charges a one-time planning fee and a percentage of assets (one-time plans from $2,000) and focuses on divorce financial planning, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/mitchell-anderson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** EFinancial Alliance
- **Based in:** Franklin, Tennessee
- **Fee model:** One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $291.9M across 873 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Divorce financial planning, Retirement planning, Small business owners, Tax planning, Equity compensation, Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families, Mid-life transitions
- **CRD:** 5932254 (https://adviserinfo.sec.gov/individual/summary/5932254)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://efinancialalliance.com

## Frequently asked questions

### Is Mitchell Anderson a fee-only financial advisor?

Yes. Mitchell Anderson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mitchell's firm.

### How does Mitchell charge for financial advice?

Mitchell charges a one-time planning fee and a percentage of assets.

### How much does Mitchell charge?

According to EFinancial Alliance's website, checked October 28, 2026: one-time plans from $2,000.

### Where is Mitchell Anderson based?

Mitchell Anderson is based in Franklin, Tennessee.

### What does Mitchell specialize in?

Mitchell's specialties include divorce financial planning, retirement planning, small business owners, tax planning, equity compensation and family wealth transfer. Mitchell works with executives, founders, multi-generational families and mid-life transitions.

### What credentials does Mitchell Anderson hold?

Mitchell Anderson holds the CFP and MBA credentials.

### Is Mitchell Anderson registered with the SEC?

Yes. Mitchell Anderson is registered as an investment adviser representative in TN (CRD 5932254), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does EFinancial Alliance manage?

EFinancial Alliance reports $291.9M across 873 accounts in assets under management.

### How do I contact Mitchell Anderson?

Through Mitchell's website, efinancialalliance.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39084): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.efinancialalliance.com/): specialties, clients served, and fees, checked October 28, 2026

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