# Phillip Mitchell

> Phillip Mitchell is a fee-only financial advisor at Kroon & Mitchell in Grand Rapids, Michigan, who holds the CFA credential. Phillip focuses on tax planning, retirement planning and estate & legacy planning. Kroon & Mitchell reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Kroon & Mitchell
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $220.9M across 729 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 6251940 (https://adviserinfo.sec.gov/individual/summary/6251940)
- **SEC registration:** Investment adviser representative in GA, MI
- **Exams passed:** Series 65 (2000)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://kroonandmitchell.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Kroon & Mitchell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phillip charge for financial advice?

Phillip's firm, Kroon & Mitchell, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Phillip Mitchell based?

Phillip Mitchell is based in Grand Rapids, Michigan.

### What does Phillip specialize in?

Phillip's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.

### What credentials does Phillip Mitchell hold?

Phillip Mitchell holds the CFA credential.

### Is Phillip Mitchell registered with the SEC?

Yes. Phillip Mitchell is registered as an investment adviser representative in GA and MI (CRD 6251940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kroon & Mitchell manage?

Kroon & Mitchell reports $220.9M across 729 accounts in assets under management.

### How do I contact Phillip Mitchell?

Through Phillip's website, kroonandmitchell.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6251940): 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://kroonandmitchell.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.