Advisor at Affinity Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Affinity Financial, LLC
Location
Millcreek, UT 84107
Credentials
Series 65
Industry experience
5 years
Andrew Mitchell is a financial advisor at Affinity Financial, LLC in Millcreek, Utah, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at the Legal Aid Society, Utah Attorney General’s office, Clarior Law, the Utah Supreme Court, and Mitchell & Associates. He maintains a small legal practice alongside his advisory work. Affinity Financial primarily serves business and pooled or institutional clients, including retirement and profit-sharing plans. The firm provides portfolio management, retirement plan setup and record-keeping, comprehensive financial planning, and tax/accounting consulting, often leaving trade authority with clients and employing both fundamental and technical analysis in its investment approach.
Based on Affinity Financial, LLC
Comprehensive Financial Plan: $1,000 fixed fee (negotiable); Annual Financial Plan Review: $500 fixed fee; Retirement Plan Setup Fee: $500 + $25 per employee (business clients), $50 setup fee for individual clients; Plan Amendment Fee: $50 per amendment
$0 - $9,999: 2% per annum $10,000 - $99,999: 1.85% per annum $100,000 - $249,999: 1.75% per annum $250,000 - $499,999: 1.5% per annum $500,000 - $999,999: 1.25% per annum $1,000,000+: 1% per annum
$225 per hour for Separate Financial Planning Consultations and Tax Consulting Services
Account minimum: $10,000 for individual Portfolio Management Services; $50,000 for small business and non-profit Portfolio Management Services; no minimum for Financial Planning Services Fee-only: Comprehensive Financial Plan: $1,000 fixed fee (negotiable); Annual Financial Plan Review: $500 fixed fee; Separate Financial Planning Consultations: $225 hourly fee; Tax Consulting: $225 hourly fee; Retirement Plan Setup: $500 + $25 per employee (business clients), $50 setup fee for individual clients; Monthly Record Keeping Fee: $99+ (business clients); Plan Document & Compliance Testing Fee: $11.25 quarterly per participant; 5500 Filing Fee: $25 quarterly per plan; Plan Amendment Fee: $50 per amendment; Fidelity Bond Fee: $200-$500+ every three years.
670 E 3900 S, Ste 106
Millcreek, UT 84107
Utah
Affinity Financial, LLC
2020 - Present (6 years)
Legal Aid Society
2019 - 2019 (1 year)
Utah Attorney General
2018 - 2018 (1 year)
Clarior Law
2017 - 2020 (3 years)
Utah Supreme Court
2017 - 2017 (1 year)
Mitchell & Associates
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")