Mitchell Chilcott
Human Investing · Lake Oswego, Oregon
Mitchell Chilcott is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon. Mitchell charges a percentage of assets (1.25% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning.
Request an introduction to Mitchell →
Specialties
Who they serve
- Executives
Facts
| Firm | Human Investing |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.22B across 3,382 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8179230 |
| Exams passed | Series 65 (2026) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
Request an introduction to Mitchell
Tell Mitchell a little about what you're looking for. Mitchell isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mitchell
Is Mitchell Chilcott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Human Investing 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 charges a percentage of assets.
How much does Mitchell charge?
According to Human Investing's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; no asset minimum.
Where is Mitchell Chilcott based?
Mitchell Chilcott is based in Lake Oswego, Oregon.
What does Mitchell specialize in?
Mitchell's specialties include tax planning. Mitchell works with executives.
Is Mitchell Chilcott registered with the SEC?
Yes. Mitchell Chilcott is registered as an investment adviser representative in OR (CRD 8179230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Human Investing manage?
Human Investing reports $2.22B across 3,382 accounts in assets under management.
How do I contact Mitchell Chilcott?
Through Mitchell's website, www.humaninvesting.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
- Human Investing 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.
See something wrong? Request a correction. Read our methodology.