Peter Mitchell
The Tax Pro Advisor · Leander, Texas
Peter Mitchell is a fee-only financial advisor at The Tax Pro Advisor in Leander, Texas. Peter focuses on real estate investors and small business owners. The Tax Pro Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Real estate investors
Facts
| Firm | The Tax Pro Advisor |
|---|---|
| Based in | Leander, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $662K across 4 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2621759 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thetaxproadvisor.com |
| Profile |
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Questions about Peter
Is Peter Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and The Tax Pro Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, The Tax Pro Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Mitchell based?
Peter Mitchell is based in Leander, Texas.
What does Peter specialize in?
Peter's specialties include real estate investors and small business owners. Peter works with founders, physicians and real estate investors.
Is Peter Mitchell registered with the SEC?
Yes. Peter Mitchell is registered as an investment adviser representative in TX (CRD 2621759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Tax Pro Advisor manage?
The Tax Pro Advisor reports $662K across 4 accounts in assets under management.
How do I contact Peter Mitchell?
Through Peter's website, www.thetaxproadvisor.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
- The Tax Pro Advisor 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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