Firm
Mitz Wealth Management
Pasco, Washington
Fee-only
Mitz Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 6 of them high net worth.
- Its average account is about $175,000 (assets it manages divided by its 48 accounts).
- Its hourly rate of $300 is in line with the Washington median of $300.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Pasco, Washington |
|---|---|
| Website | mitzwm.com |
| Phone | (509) 521-1990 |
Mitz Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,400 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Typically our planning fees will range between $2,400 and $7,200 for a comprehensive financial plan." source
"$300 / hr for advisor activities" source
"$0 - $249,999 1.25%" source
"Investment management fees are based upon a percentage of the assets under management" source
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 · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 12 |
| High-net-worth clients | 6 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300052 |