Mitchell Thompson
MJT & Associates Financial Advisory Group · Montevideo, Minnesota
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.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
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 |
| Assets under management | $198.9M across 883 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4272184 |
| Exams passed | Series 63 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mjtassociates.com/home |
| Profile |
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Questions about Mitchell
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.
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
- MJT & Associates Financial Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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