Robert Mitchell
Concord Financial Group · Wilmington, Delaware
Robert Mitchell is a fee-only financial advisor at Concord Financial Group in Wilmington, Delaware, who holds the CFA credential. Robert focuses on estate & legacy planning, family wealth transfer and small business owners. Concord Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Concord Financial Group |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $618.1M across 1,267 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DE, TX · CRD 6609984 |
| Exams passed | Series 66 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.concordfinancialgroup.com |
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Questions about Robert
Is Robert Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Concord Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Concord Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Robert work with clients virtually?
Yes. Concord Financial Group says on its website that it works with clients remotely.
Where is Robert Mitchell based?
Robert Mitchell is based in Wilmington, Delaware.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, family wealth transfer, small business owners and sustainable & impact investing.
What credentials does Robert Mitchell hold?
Robert Mitchell holds the CFA credential.
Is Robert Mitchell registered with the SEC?
Yes. Robert Mitchell is registered as an investment adviser representative in DE and TX (CRD 6609984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concord Financial Group manage?
Concord Financial Group reports $618.1M across 1,267 accounts in assets under management.
How do I contact Robert Mitchell?
Through Robert's website, www.concordfinancialgroup.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
- Concord Financial Group 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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