PlannerFees

Mitchell & Pahl Private Wealth fees and pricing

Financial planner in Oklahoma City, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 3, 2026, Mitchell & Pahl Private Wealth charges a flat or project fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$20,000
“There is no minimum fee required for financial planning or consulting services; however, financial planning and consulting fees shall generally not exceed $20,000.”

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

How Mitchell & Pahl Private Wealth bills

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

  • “Fees are generally billed in advance each calendar quarter based on the market value of the billable assets under management/advisement on the last day of the previous calendar quarter.”
  • “Fees for financial planning and/or consulting services can be billed at an hourly rate, fixed rate, or project basis in advance on a monthly or quarterly basis.”
  • “For stand-alone financial planning services, the agreement between Mitchell & Pahl and the client will terminate upon delivery of the plan or completion of the service.”

How Mitchell & Pahl Private Wealth’s fees compare

  • Its flat or project fee of $20,000 is above the Oklahoma median of $2,875. 94% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 6 of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.

About Mitchell & Pahl Private Wealth

“About Our Firm Mitchell & Pahl Private Wealth, LLC (“Mitchell & Pahl”) is a fee-only registered investment adviser that provides investment management and financial advisory services to individual investors to help them achieve their financial needs and goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Insurance analysis
  • Cash flow and budgeting

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
1% a year
Minimum
No minimum stated in brochure
Clients
225
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$449,942,478
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
307625
Website
mpprivatewealth.com (opens in new tab)
Phone
(405) 608-2280

Can advise clients in 5 states: California, Louisiana, Nebraska, Oklahoma, Texas

Other planners in Oklahoma City that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.