TS. Mitchell Financial, LLC. fees and pricing
Financial planner in Columbia, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, TS. Mitchell Financial, LLC. charges a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,500
“Fees (Fixed Rates) The fixed rate for creating client financial plans is between $500 and $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How TS. Mitchell Financial, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of TSMFLLC's fees within five business days of signing the Investment Advisory Contract.”
- “Fees are negotiable and the final fee schedule is attached as Exhibit II of the Financial Planning Agreement.”
How TS. Mitchell Financial, LLC.’s fees compare
- Its flat or project fee of $500-$1,500 is below the South Carolina median of $3,000. 11% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- None of the 5 other planners in Columbia that publish a flat or project fee charge less.
About TS. Mitchell Financial, LLC.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2001 (25 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.65% a year
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170431
- Phone
- (803) 348-4483
Can advise clients in 2 states: New York, South Carolina
Other planners in Columbia that publish fees
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Barbco FinancialColumbia$1,250/yr
- Beers Kight Financial Advisors, LLCColumbia$100-$150/hr, $600-$1,400
- Capital Wealth Group LLCColumbia$350/hr, $2,500-$15,000
- Hobbs Group Advisors LLCColumbia$300/hr, $1,000-$10,000
- Multipath Wealth ManagementColumbia$200/hr, $1,250-$2,500
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.