Firm
Mitchell, Mcleod, Pugh & Williams
Mobile, Alabama
Fee-only
Mitchell, Mcleod, Pugh & Williams at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 10 advisors are listed here; 1 of 10 hold the CFA.
- Its Form ADV reports 17 employees and 935 individual clients, 397 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 2,420 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Mobile, Alabama |
|---|---|
| Website | mmpw.com |
| Phone | (251) 471-2027 |
Mitchell, Mcleod, Pugh & Williams fees
Mitchell, Mcleod, Pugh & Williams doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.7 billion |
| Individual clients | 538 |
| High-net-worth clients | 397 |
| Accounts managed | 2,420 |
| Employees | 17 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-65005) |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 138240 |