Steven Mitchell
Main Street Financial Advisors · Justin, Texas
Steven Mitchell is a fee-only financial advisor at Main Street Financial Advisors in Justin, Texas, who holds the CFP credential. Main Street Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Main Street Financial Advisors |
|---|---|
| Based in | Justin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.5M across 23 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1492553 |
| Exams passed | Series 63 (1986) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Steven's firm compares
- Main Street Financial Advisors's average account is about $194,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Steven
Is Steven Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Main Street Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Main Street Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Mitchell based?
Steven Mitchell is based in Justin, Texas.
What credentials does Steven Mitchell hold?
Steven Mitchell holds the CFP credential.
Is Steven Mitchell registered with the SEC?
Yes. Steven Mitchell is registered as an investment adviser representative in TX (CRD 1492553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Financial Advisors manage?
Main Street Financial Advisors reports $4.5M across 23 accounts in assets under management.
How do I contact Steven Mitchell?
Contact details aren't on file yet. Search for Main Street Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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