M
Mittelman Jones Tax & Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Mittelman Jones Tax & Wealth is a fee‑only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm targets trusts and individuals who hold assets in trusts, business owners, and mass‑affluent households, and its ADV reflects an initial filing with no client assets under management at this time.
The firm describes a tax‑aware investment process that integrates portfolio design with tax and legal considerations, tailoring allocations to each client’s goals, risk tolerance, time horizon, and liquidity needs. It uses a mix of fundamental, cyclical, and technical analysis and may employ mutual funds, ETFs, individual equities and bonds, and alternative investments while conducting periodic portfolio reviews.
Distinctive features include its status as a certified public accounting practice that is affiliated with an accounting firm and the dual employment of its sole owner, a structure the firm discloses as creating potential referral conflicts. The firm also offers financial planning on an hourly basis in addition to percentage‑of‑AUM investment fees and bills tax and accounting services separately, an arrangement that is less common among investment managers.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Occupation focus
Founder/Business Owner
Retired
Fee options
$100,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $5,999,999: 0.60% $6,000,000+: 0.50%
$250 per hour for financial planning services
Account minimum: $100,000 Minimum fee: Minimum fees ranging from $2,000 to $30,000 depending on asset tier Fee-only: Financial planning services charged at $250 per hour
Main office location
Mittelman Jones Tax & Wealth
1495 Rymco Dr, Ste 103
Winston Salem NC 27103, United States
Number of offices
1
Most active in
Mittelman Jones Tax & Wealth has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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