Mitchell Martin
Mitchell Advisory, Inc. · McLean, Virginia
Mitchell Martin is a fee-only financial advisor at Mitchell Advisory, Inc. in McLean, Virginia, who holds the CFP and MBA credentials. Mitchell Advisory, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mitchell Advisory, Inc. |
|---|---|
| Based in | McLean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.2M across 25 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in VA · CRD 2070055 |
| Exams passed | Series 65 (1990) · Series 63 (1990) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mitchelladvisory.com |
How Mitchell's firm compares
- Mitchell Advisory, Inc.'s average account is about $3.8 million, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Mitchell
Is Mitchell Martin a fee-only financial advisor?
Yes. Mitchell Martin 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's firm, Mitchell Advisory, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Martin based?
Mitchell Martin is based in McLean, Virginia.
What credentials does Mitchell Martin hold?
Mitchell Martin holds the CFP and MBA credentials.
Is Mitchell Martin registered with the SEC?
Yes. Mitchell Martin is registered as an investment adviser representative in VA (CRD 2070055), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mitchell Advisory, Inc. manage?
Mitchell Advisory, Inc. reports $94.2M across 25 accounts in assets under management.
How do I contact Mitchell Martin?
Through Mitchell's website, mitchelladvisory.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
- 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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