Advisor at Myrna Mitchell, MBA, CFP
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Firm
Myrna Mitchell, MBA, CFP
Location
Rapid City, SD
Credentials
CFP®, Series 65
Industry experience
22 years
Myrna Mitchell is the sole advisor at Consultative Services, Inc., operating under her own name with over 22 years of industry experience. She holds an MBA and the CFP® designation and has managed her independent advisory practice since 1994. Consultative Services, Inc. provides fee-only financial planning and portfolio management to individuals and high-net-worth clients, focusing on life planning areas such as retirement, estate planning, and college funding. The firm manages client assets on a non-discretionary basis using a buy-and-hold strategy centered on no-load mutual funds, ETFs, and fixed income instruments, operating under hourly or flat fee engagements rather than percentage-of-AUM billing.
Based on Myrna Mitchell, MBA, CFP
Flat fixed fee per year billed quarterly in arrears, ranging from $500 to $3,500 per quarter.
Hourly fee of $250.
Minimum fee: Fees range from $500 to $3,500 per quarter, with an aggregate maximum of $3,500 per quarter. Fee-only: Fee-only financial planning services.
Rapid City, SD
South Dakota
CONSULTATIVE SERVICES, INC. dba MYRNA MITCHELL, MBA, CFP
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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