Mitchell Smith
Uptick Partners · Nacogdoches, Texas
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.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Nacogdoches, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 5978954 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How Mitchell's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Mitchell
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.
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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