Firm
Mitchell & Pahl Private Wealth
Oklahoma City, Oklahoma
Fee-only
Mitchell & Pahl Private Wealth at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 225 individual clients, 89 of them high net worth.
- Its average account is about $489,000 (assets it manages divided by its 920 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | mpprivatewealth.com |
| [email protected] | |
| Phone | (405) 608-2280 |
Mitchell & Pahl Private Wealth fees
Mitchell & Pahl Private Wealth 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 | $450 million |
| Individual clients | 136 |
| High-net-worth clients | 89 |
| Accounts managed | 920 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-118315) |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 307625 |