Mitchell Blake is a registered investment advisor at Mitchell Financial Planning, based in Culver City, CA, with 9 years of industry experience. Mitchell 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 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mitchell Financial Planning provides investment advice as part of a financial plan. They do not manage client assets. The firm charges $200 per hour for creating a financial plan or providing financial advice. Implementation of any investment recommendations is up to you.
Location
Culver City, CA
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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.
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Since 2017, Mitchell performs occasional finance-related work for the RAND Corporation on an hourly basis, typically at the direction of the RAND CFO. This work is not investment-related and requires minimal time.
Employment History
Current Registrations
Mitchell Financial Planning
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.