John Mitchell is a registered investment advisor at CPA Synced Financial, based in Tampa, FL, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPA Synced Financial charges a fee based on the total value of your investments, ranging from 0.25% to 0.8% per year. The exact fee depends on the complexity of your situation, the amount of assets managed, and any other financial planning fees you're paying. Fees are negotiable.
Location
Tampa, FL
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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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John is the owner and sole proprietor of Mitchell CPA Financial & Tax Advisory. He spends about 10-20% of his time preparing and reviewing tax returns, payroll, and bookkeeping.
Employment History
Current Registrations
CPA Synced Financial
Previous Registrations
Bjm Financial INC
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.