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Mitchell Whitenack
17 Years of Experience
Cantonment, FL
1 DisclosureBroker
Mitchell Whitenack is a registered investment advisor at Exodus Wealth, LLC, based in Cantonment, FL, with 17 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cantonment, FL
Get directionsHistory
Regulatory History (1)
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Criminal
January 2001Final Disposition
Employment History
Current Registrations
Exodus Wealth, LLC
March 2026 - Present · 7 mos
Fortune Financial Services, INC.Broker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Caris & Company, INC.Broker
April 2012 - December 2012 · 8 mos
Dt Securities, LTD.Broker
April 2012 - January 2013 · 9 mos
Ccg Securities, LLCBroker
August 2011 - January 2013 · 1 yr 5 mos
Talley & CompanyBroker
May 2010 - September 2010 · 4 mos
Gonow Securities, INC.Broker
April 2010 - December 2011 · 1 yr 8 mos
Gb Investment Securities, INC.Broker
July 2009 - August 2009 · 1 mo
Western Financial Advisors
May 2007 - March 2008 · 10 mos
Wfp SecuritiesBroker
May 2007 - March 2008 · 10 mos
TD Ameritrade, INC.Broker
November 2006 - May 2007 · 6 mos
State Registrations11 states
AZCAFLIAMEMIOHPASCTXUT
AdvisorBrokerBoth
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.
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