Mitchell Kramer
Fluent Financial · Dallas, Texas
Mitchell Kramer is a fee-only financial advisor at Fluent Financial in Dallas, Texas, who holds the CFP credential. Mitchell focuses on retirement planning, small business owners and estate & legacy planning. Fluent Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mitchell →
Specialties
Who they serve
- Founders
Facts
| Firm | Fluent Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $329.7M across 1,030 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2728798 |
| Exams passed | Series 63 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.fluentfinancial.com |
| Profile |
How Mitchell's firm compares
- Fluent Financial's average account is about $320,000, from its Form ADV (assets managed divided by 1,030 accounts).
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 Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Fluent Financial 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, Fluent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Kramer based?
Mitchell Kramer is based in Dallas, Texas.
What does Mitchell specialize in?
Mitchell's specialties include retirement planning, small business owners and estate & legacy planning. Mitchell works with founders.
What credentials does Mitchell Kramer hold?
Mitchell Kramer holds the CFP credential.
Is Mitchell Kramer registered with the SEC?
Yes. Mitchell Kramer is registered as an investment adviser representative in TX (CRD 2728798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fluent Financial manage?
Fluent Financial reports $329.7M across 1,030 accounts in assets under management.
How do I contact Mitchell Kramer?
Through Mitchell's website, www.fluentfinancial.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
- Fluent Financial 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.