Mitchell Benefiel
Integrated Wealth Solutions · Tulsa, Oklahoma
Mitchell Benefiel is a fee-only financial advisor at Integrated Wealth Solutions in Tulsa, Oklahoma. Mitchell focuses on retirement planning and tax planning. Integrated Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Integrated Wealth Solutions |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.5M across 824 accounts |
| SEC registration | Investment adviser representative in OK · CRD 7453877 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | integratedwealth.co |
How Mitchell's firm compares
- Integrated Wealth Solutions's average account is about $221,000, from its Form ADV (assets managed divided by 824 accounts).
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Questions about Mitchell
Is Mitchell Benefiel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Integrated Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, Integrated Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Benefiel based?
Mitchell Benefiel is based in Tulsa, Oklahoma.
What does Mitchell specialize in?
Mitchell's specialties include retirement planning and tax planning. Mitchell works with pre-retirees.
Is Mitchell Benefiel registered with the SEC?
Yes. Mitchell Benefiel is registered as an investment adviser representative in OK (CRD 7453877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Wealth Solutions manage?
Integrated Wealth Solutions reports $182.5M across 824 accounts in assets under management.
How do I contact Mitchell Benefiel?
Through Mitchell's website, integratedwealth.co.
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
- Integrated Wealth Solutions 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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