# Mitchell Smith

> Mitchell Smith is a fee-only financial advisor at Uptick Partners in Nacogdoches, Texas, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mitchell-smith/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Uptick Partners
- **Based in:** Nacogdoches, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.06B across 3,886 accounts
- **Credentials:** CFP
- **CRD:** 5978954 (https://adviserinfo.sec.gov/individual/summary/5978954)
- **SEC registration:** Investment adviser representative in KS, TX
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://www.holisticplanning.com

## Frequently asked questions

### Is Mitchell Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Uptick Partners 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, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mitchell Smith based?

Mitchell Smith is based in Nacogdoches, Texas.

### What credentials does Mitchell Smith hold?

Mitchell Smith holds the CFP credential.

### Is Mitchell Smith registered with the SEC?

Yes. Mitchell Smith is registered as an investment adviser representative in KS and TX (CRD 5978954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Uptick Partners manage?

Uptick Partners reports $1.06B across 3,886 accounts in assets under management.

### How do I contact Mitchell Smith?

Through Mitchell's website, www.holisticplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5978954): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.