MM
CFP
MM
CFP

Myrna Mitchell

22 Years of Experience
Rapid City, SD

Myrna Mitchell is a CFP-designated registered investment advisor at Myrna Mitchell, MBA, CFP, based in Rapid City, SD, with 22 years of industry experience. Myrna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 18 clients with $19M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$19.3M

Fee Structure

  • Hourly fee of $250/hour, with an estimate given before work begins.
  • Flat fixed fee per year, billed quarterly. The aggregate fees will not exceed $3000 per quarter, with fees ranging from $500 - $3000 per quarter.
Annual Retainer:$2,000 - $12,000/year
Hourly Rate:$250/hr
Loading...

Location

Rapid City, SD

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Myrna Mitchell, MBA, CFP
March 2004 - Present · 22 yrs 1 mo
State Registrations1 state
SD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Myrna Mitchell - Financial Advisor | TrueAdvisor