Mitchell Mortensen
Heaton Financial · St. George, Utah
Mitchell Mortensen is a fee-only financial advisor at Heaton Financial in St. George, Utah. Heaton Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Heaton Financial |
|---|---|
| Based in | St. George, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $140.1M across 660 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5677831 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.heatonfinancial.com |
| Profile |
How Mitchell's firm compares
- Heaton Financial's average account is about $212,000, from its Form ADV (assets managed divided by 660 accounts).
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Questions about Mitchell
Is Mitchell Mortensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Heaton 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, Heaton Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mitchell Mortensen based?
Mitchell Mortensen is based in St. George, Utah.
Is Mitchell Mortensen registered with the SEC?
Yes. Mitchell Mortensen is registered as an investment adviser representative in UT (CRD 5677831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heaton Financial manage?
Heaton Financial reports $140.1M across 660 accounts in assets under management.
How do I contact Mitchell Mortensen?
Through Mitchell's website, www.heatonfinancial.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
- 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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