John Mitchell
John Mitchell is a CFP-designated registered investment advisor at Advisor Resource Council, based in Edmond, OK, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
1300 E. 9th St, Ste 10, Edmond, OK, 73034
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
John is associated with John D. Mitchell & Assoc. for tax/investment purposes since 2012. He is also an agent for non-variable insurance through One Resource Group since 2020, dedicating minimal time, and a 50% owner of Relational Media LLC, spending a few hours per week creating financial training videos for couples.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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
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