Mitchell Anderson
EFinancial Alliance · Franklin, Tennessee
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.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Mid-life transitions
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 |
| Assets under management | $291.9M across 873 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TN · CRD 5932254 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | efinancialalliance.com |
| Profile |
How Mitchell's firm compares
- A one-time plan starts at $2,000, in line with the Tennessee median of $2,000 for fee-only firms that publish prices.
- EFinancial Alliance's average account is about $334,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Mitchell
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- EFinancial Alliance website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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