MH
CFP
MH
CFP

Mitchell Hawkes Hay

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
727 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
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Location

2700-A NW 43rd Street, Gainesville, FL, 32606

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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.

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Other Business Activities

Mitchell is a board member of an education foundation in Gainesville, FL, dedicating minimal time to promoting Alachua County public schools. This activity is uncompensated.

Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Valmark Securities, INC.Broker
September 2017 - February 2025 · 7 yrs 5 mos
Fidelity Brokerage Services LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
State Registrations2 states
FLSC
Advisor
Exams
No exam information available for this advisor.