Mitchell Metz
RTD Financial Advisors · Philadelphia, Pennsylvania
Mitchell Metz is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 1417894 |
| Exams passed | Series 63 (1986) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How Mitchell's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Mitchell
Is Mitchell Metz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and RTD Financial Advisors 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, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mitchell Metz based?
Mitchell Metz is based in Philadelphia, Pennsylvania.
What credentials does Mitchell Metz hold?
Mitchell Metz holds the CFP credential.
Is Mitchell Metz registered with the SEC?
Yes. Mitchell Metz is registered as an investment adviser representative in NJ and PA (CRD 1417894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RTD Financial Advisors manage?
RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.
How do I contact Mitchell Metz?
Through Mitchell's website, www.rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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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