Mitchell Advisory Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees for financial planning services are based on our current hourly rate of $350 per hour.”

Quarterly fee

$500⁠-⁠$3,000/qtr

“There is a minimum charge of $500 per quarter or $2,000 per year for all supervisory accounts and a maximum charge of $3,000 per quarter or $12,000 per year.”

Annual fee

$2,000⁠-⁠$12,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mitchell Advisory Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All quarterly management fees are billed in arrears at the conclusion of the quarterly investment management period.”
• “All semiannual management fees are billed in arrears at the conclusion of the semiannual investment management period.”
• “Any unused portion of fees paid to Mitchell Advisory in advance, are retuned to the client in full, without penalty.”

How Mitchell Advisory Inc’s fees compare

• Its hourly rate of $350 is above the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
• 8 of the 10 other planners in Reston that publish an hourly rate charge less.
• Its annual fee of $2,000-$12,000 spans the Virginia median of $6,350. 55% of the 55 other Virginia planners that publish an annual fee charge less.
• 2 of the 4 other planners in Reston that publish an annual fee charge less.

About Mitchell Advisory Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.375% a year

Clients

25

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$94,218,417

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

109447

Website

mitchelladvisory.com (opens in new tab)

Phone

(703) 481-9868

Other planners in Reston that publish fees

• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Brighter Financial Capital Management, LLCReston$150/hr
• Buchanan Wealth ManagementReston$300/hr
• Grey Kirwan FinancialReston$400/hr, $20,000
• Guidepoint Financial PlanningReston$1,000, $300⁠-⁠$600/mo
• Hopwood Financial Services, Inc.Reston$250/hr

Compare all 21 planners in Reston