# Mitchell Towne

> Mitchell Towne is a fee-only financial advisor at LeClair Wealth Partners in Dublin, Ohio. Mitchell charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** LeClair Wealth Partners
- **Based in:** Dublin, Ohio
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $363.0M across 559 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6936494 (https://adviserinfo.sec.gov/individual/summary/6936494)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2022), Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://leclairwealthpartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and LeClair Wealth 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 charges a percentage of assets and a flat fee or retainer.

### Does Mitchell work with clients virtually?

Yes. LeClair Wealth Partners says on its website that it works with clients remotely.

### Where is Mitchell Towne based?

Mitchell Towne is based in Dublin, Ohio.

### What does Mitchell specialize in?

Mitchell's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Mitchell works with pre-retirees and retirees.

### Is Mitchell Towne registered with the SEC?

Yes. Mitchell Towne is registered as an investment adviser representative in OH (CRD 6936494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LeClair Wealth Partners manage?

LeClair Wealth Partners reports $363.0M across 559 accounts in assets under management.

### How do I contact Mitchell Towne?

Through Mitchell's website, leclairwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6936494): 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://leclairwealthpartners.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.