Myrna Mitchell, MBA, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,410,000
Total clients
15
67% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
8
Average account size
$1,227,333
About
The firm provides financial planning and portfolio management to individual and high-net-worth clients, covering retirement planning, cash flow analysis, estate planning, insurance review and college funding. It manages roughly $18 million for a small client base and offers continuous supervisory services tailored to individual circumstances.
Advice is delivered on a non‑discretionary basis: the firm makes recommendations and arranges trades only with client approval. Investments are limited to mutual funds, exchange-traded funds, certificates of deposit and commercial paper, with a buy‑and‑hold orientation, periodic rebalancing, and analysis that draws on both fundamental and technical sources.
Two features that distinguish the firm from many peers are its primarily non‑discretionary asset management model and its avoidance of percentage‑of‑AUM fee billing, instead using hourly or flat fixed fees for planning and management. The firm is fee‑only, has operated since 1990, does not require a minimum asset level to engage, and does not charge performance‑based fees or maintain material outside business affiliations.
Client services
Expertise
Fee options
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.
Main office location
Myrna Mitchell, MBA, CFP
Rapid City SD, United States
Number of offices
2
Most active in
Colorado · South Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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