# Mitchell Thompson

> Mitchell Thompson is a fee-only financial advisor at MJT & Associates Financial Advisory Group in Montevideo, Minnesota, who holds the CFP credential. Mitchell charges a one-time planning fee (one-time plans from $500) and focuses on divorce financial planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/mitchell-thompson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MJT & Associates Financial Advisory Group
- **Based in:** Montevideo, Minnesota
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $198.9M across 883 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Estate & legacy planning, Tax planning, Retirement planning, Small business owners, Family wealth transfer
- **Works with:** Founders, Retirees, Pre-retirees, Mid-life transitions, Divorced individuals
- **CRD:** 4272184 (https://adviserinfo.sec.gov/individual/summary/4272184)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.mjtassociates.com/home

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and MJT & Associates Financial Advisory Group 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 charges a one-time planning fee.

### How much does Mitchell charge?

According to MJT & Associates Financial Advisory Group's website, checked October 30, 2026: one-time plans from $500.

### Where is Mitchell Thompson based?

Mitchell Thompson is based in Montevideo, Minnesota.

### What does Mitchell specialize in?

Mitchell's specialties include divorce financial planning, estate & legacy planning, tax planning, retirement planning, small business owners and family wealth transfer. Mitchell works with founders, retirees, pre-retirees, mid-life transitions and divorced individuals.

### What credentials does Mitchell Thompson hold?

Mitchell Thompson holds the CFP credential.

### Is Mitchell Thompson registered with the SEC?

Yes. Mitchell Thompson is registered as an investment adviser representative in MN (CRD 4272184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MJT & Associates Financial Advisory Group manage?

MJT & Associates Financial Advisory Group reports $198.9M across 883 accounts in assets under management.

### How do I contact Mitchell Thompson?

Through Mitchell's website, www.mjtassociates.com/home.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4272184): 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
- The firm's website (https://mjtassociates.com/): specialties, clients served, and fees, checked October 30, 2026

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