Mitchell Marenus
Transition Financial Advisors Group · Gilbert, Arizona
Mitchell Marenus is a fee-only financial advisor at Transition Financial Advisors Group in Gilbert, Arizona, who holds the CFP and CFA credentials. Transition Financial Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Transition Financial Advisors Group |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.6M across 781 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, FL, TX · CRD 2563480 |
| Exams passed | Series 63 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.transitionfinancial.ca |
How Mitchell's firm compares
- Transition Financial Advisors Group's average account is about $385,000, from its Form ADV (assets managed divided by 781 accounts).
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Questions about Mitchell
Is Mitchell Marenus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Transition Financial Advisors Group 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, Transition Financial Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Marenus based?
Mitchell Marenus is based in Gilbert, Arizona.
What credentials does Mitchell Marenus hold?
Mitchell Marenus holds the CFP and CFA credentials.
Is Mitchell Marenus registered with the SEC?
Yes. Mitchell Marenus is registered as an investment adviser representative in AZ, FL and TX (CRD 2563480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Transition Financial Advisors Group manage?
Transition Financial Advisors Group reports $300.6M across 781 accounts in assets under management.
How do I contact Mitchell Marenus?
Through Mitchell's website, www.transitionfinancial.ca.
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
- 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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