Mitchell Kraus
Mitchell Kraus is a CFP-designated registered investment advisor at Capital Intelligence Advisors, INC., based in Santa Monica, CA, with 32 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services: Fixed fee ranging from $500 to $20,000, depending on the complexity of the client's circumstances.
- Hourly financial planning services: $150 to $500 per hour, depending on the complexity of the client's circumstances. An estimate for total hours will be determined at the start of the advisory relationship.
- Ongoing financial planning services: Monthly retainer ranging from $100 to $500 per month, depending on the complexity of the situation.
Location
2001 Wilshire Blvd, Ste 410, Santa Monica, CA, 90403
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Mitchell is involved with non-variable insurance since 2003 and is a registered investment advisor with Capital Intelligence Advisors, Inc. since 2004. He also conducts financial planning seminars and owns rental real estate, dedicating minimal time to these activities.
Employment History
Current Registrations
Capital Intelligence Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
State Registrations27 states
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.