Mitchell Towne
LeClair Wealth Partners · Dublin, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | LeClair Wealth Partners |
|---|---|
| Based in | Dublin, Ohio |
| Fee model | Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $363.0M across 559 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6936494 |
| Exams passed | Series 63 (2022) · Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | leclairwealthpartners.com |
| Profile |
How Mitchell's firm compares
- LeClair Wealth Partners's average account is about $649,000, from its Form ADV (assets managed divided by 559 accounts).
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Questions about Mitchell
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.
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
- LeClair Wealth Partners 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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