Advisor at D.M. Wealth Management, Inc.
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
D.M. Wealth Management, Inc.
Location
Norman, OK 73069
Credentials
Series 63, Series 65
Industry experience
24 years
Daniel Mitchell is a financial advisor at D.M. Wealth Management, Inc. in Norman, Oklahoma, with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at his current firm since 2018, following eight years at Investment Counseling Services. In addition to his advisory work, Mitchell serves as a teacher with Noble Public Schools and is president of Ardent Group Inc. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and business entities, managing approximately $49.9 million. The firm offers discretionary portfolio management and financial planning with a customized investment approach that incorporates multiple analytical methods and strategies. It is also noted for providing educational seminars and publishing a free email newsletter.
Based on D.M. Wealth Management, Inc.
Based on D.M. Wealth Management, Inc.
Fixed fees between $200 and $300 for specific financial planning services (e.g., Portfolio Analysis, Retirement Cash Flow Needs Analysis, Monthly Cash Flow Analysis)
$0+: 1.25% (standard management fee, subject to negotiation; can be lower) $0+: Up to 2.00% (maximum fee for complicating circumstances, subject to negotiation)
$100 to $150 per hour for financial planning and consulting services
Fee-only: Hourly financial planning and consulting fees ranging from $100 to $150 per hour; fixed fees from $200 to $300 for specific planning services
309 East Main Street
Norman, OK 73069
Oklahoma
D.M. Wealth Management, Inc.
2018 - Present (8 years)
Investment Counseling Services
2010 - 2018 (8 years)
Noble Public Schools
2006 - Present (20 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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A-Team Financial Investments
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