Phillip Mitchell
Kroon & Mitchell · Grand Rapids, Michigan
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.
Request an introduction to Phillip →
Specialties
Facts
| Firm | Kroon & Mitchell |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $220.9M across 729 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, MI · CRD 6251940 |
| Exams passed | Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kroonandmitchell.com |
| Profile |
How Phillip's firm compares
- Kroon & Mitchell's average account is about $303,000, from its Form ADV (assets managed divided by 729 accounts).
Request an introduction to Phillip
Tell Phillip a little about what you're looking for. Phillip isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Phillip
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.
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
- Kroon & Mitchell 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.
See something wrong? Request a correction. Read our methodology.