# Myrna Mitchell, MBA, CFP

> Myrna Mitchell, MBA, CFP is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 118531
- Filed as: MYRNA MITCHELL, MBA, CFP
- Legal name: Consultative Services, Inc. DBA Myrna Mitchell, MBA, CFP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118531
- AdvisorCensus page: https://advisorcensus.com/firm/myrna-mitchell-mba-cfp-118531

## Quick answers

**How is Myrna Mitchell, MBA, CFP compensated?**
On its Form ADV (Item 5.E, October 2026), Myrna Mitchell, MBA, CFP reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Myrna Mitchell, MBA, CFP registered with the SEC or a state?**
Myrna Mitchell, MBA, CFP is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 118531.

**How much does Myrna Mitchell, MBA, CFP manage?**
Myrna Mitchell, MBA, CFP reports $18,410,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Myrna Mitchell, MBA, CFP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (5).

**Does Myrna Mitchell, MBA, CFP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118531

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,410,000
- Discretionary: $0
- Non-discretionary: $18,410,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,180,500 |
| High net worth individuals | 10 | $16,229,500 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @myrnamitchell

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Myrna Mitchell, MBA, CFP (CRD 118531): Form ADV filing data as of October 2026.