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Advisors / Texas / Kingwood
27yrs

Robert Mitchell

Financial advisor at Farmers Asset Management

Robert Mitchell is a financial advisor in Kingwood, Texas, with 27 years in the industry. Robert joined Farmers Asset Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Robert holds the CFP® designation.

One of 123 advisors with offices in Kingwood.

Kingwood, TX 77339CFP®Top 7% by experience at Farmers Asset Management

At a glance

Experience27 years (since 1999)
How that compares ?Top 7% by experience at Farmers Asset Management
Office1603 Lakeville Drive Suite 101, Kingwood, TX 77339
How the firm is paid ?Percent of assets, Hourly, Flat fee
Advisors at the firm41
States licensed ?1 state

Services through Farmers Asset Management

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Dec 2025 – now

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Farmers Asset Management at 818-965-0277 and ask for Robert Mitchell. Robert works from the Kingwood, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1999, about 27 years. Top 7% by experience at Farmers Asset Management.

What licenses does Robert hold?

Series 63. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Robert paid?

Farmers Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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